Kristi Soares


Kristi is responsible for the oversight and reporting of the complex financial and business affairs of our ultra-high-net-worth client families. She began her public accounting career at PricewaterhouseCoopers in San Francisco and served as the Director of Client Accounting for a multi-family office for five years before joining Manchester in 2020.

Kristi received a B.A. in Advertising & Public Relations from Valparaiso University, and studied accounting at the University of California, Santa Barbara. She is a certified public accountant licensed in the State of California. Kristi lives in Santa Barbara with her husband John and their two terriers.

Additional Certifications: CPA


MCM Webinars: The Direct Real Estate Opportunity

Head of MCM Real Estate Corbin Rich, Managing Director Adam Cohen, and host Christine Kaming Tomas who discuss The Direct Real Estate Opportunity....

High Interest Rates—Not the Demise of Effective Estate Planning Strategies

Regularly reviewing existing estate plans is a good financial practice, and the looming change to the lifetime estate/gift tax exemptions at the end...

Artificial Versus Human Intelligence

It seems that Chatbots and Artificial Intelligence are invading every part of modern life. According to recent news reports, over 80% of Fortune 500...