Kristi Soares

08.10.2021

Kristi is responsible for the oversight and reporting of the complex financial and business affairs of our Family Office CFO 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

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