Christian Coratti

Christian Coratti has held various roles in the financial services industry. From 2021 to the present, they have been a Senior Client Service Specialist at Vise. From 2018 to 2021, they were an Assistant Vice President, Associate Client Advisor at Bessemer Trust, where they monitored portfolios across 40 client family groups and executed trading as directed by clients or the Investment Department, managed the entire new client onboarding process, and assisted the Estate Planning department in all aspects of trust administration. Prior to that, from 2016 to 2018, they were a Wealth Advisor Intern at Marshall & Sterling, where they monitored client portfolios as directed by Senior Portfolio Manager, prepared deliverables for client meetings, and assisted existing and prospective clients in account management via phone and email.

Christian Coratti received a Bachelor's Degree in Risk Management - Real Estate Option from Penn State University in 2017, after attending from 2013 to 2017. Christian then attended the University of Florida - Warrington College of Business and earned a Master of Science in International Business in 2018.