Christie Kennimer

Christie earned a Masters of Investment Management and Financial Analysis from Creighton University and received her Bachelor of Business Administration in Finance from the University of Houston-Downtown, graduating cum laude. She is a member of the Beta Gamma Sigma International Honor Society, a national scholastic honor society in the field of business administration. Before joining our team, Christie spent eight years working at Kanaly Trust as a Senior Investment Specialist and Portfolio Analyst. After the sale of Kanaly Trust to Mercer Advisors, Christie stayed at Mercer Advisors as a portfolio analyst and worked closely with other team members to implement Mercer Advisor’s overall investment strategy. She performed manager due diligence, utilizing Morningstar Direct and Bloomberg, as well as met with managers Kanaly partnered with, for performance and allocation review. She maintained investment models and tracked and reported on performance and quantitative statistics of investment models.