Christina Shaffer, CFA®
Vice President, Portfolio Management
Christina firmly believes that you can achieve your dreams through hard work, perseverance, and having the right team in your corner. She translates this value to her work and our clients – through understanding a client’s dream or vision and pairing it with a robust research and investment construction process to get them to where they want to be.
Christina is responsible for Advus’ portfolio management, including investment philosophy and portfolio construction. She ensures that portfolios align and support clients’ goals while striving to achieve the best outcomes possible for our clients. As a key member of the portfolio management team, she sits on the investment committee at Advus.
Between a BA in economics from Rollins College and a Chartered Financial Analyst (CFA) designation, Christina is passionate about the markets and understanding what drives asset prices in a given economic cycle. She has worked on Wall Street as a Senior Research Analyst for Charles Schwab and for other wealth management firms – with responsibilities ranging from asset price models, portfolio analysis, portfolio management, and asset allocation to firm strategy and operations. She keeps up to date with the latest investment products, reads the latest research, and constantly looks for opportunities to enhance returns while aligning clients’ investment strategies with their financial plans.
Christina is a board member of the CFA Society Orlando and is dedicated to empowering and educating young professionals to jump-start careers in the financial services industry. In her personal life, she enjoys spending time with her family, snow skiing, visiting theme parks, and traveling.