Christy Alsop

A graduate of UC Santa Barbara with a degree in Business Economics, Christy began her career in 2001 with UBS PaineWebber and subsequently spent three years as a Junior Partner to a Financial Advisor at Morgan Stanley. In 2006, with 5 years of industry experience, she began consulting for advisors looking to transition firms. WM Transitions has supported advisors moving between Wirehouses, as well as those going independent and setting up their own RIA. 

Over the years, the structure of the company has evolved, from what was once a single member LLC: Christy Alsop LLC, to a boutique firm: Wealth Management Transitions, with a growing number of financial industry veterans as consultants. Christy lives in the San Francisco Bay Area with her husband, Ryan, son, Cooper and daughter, Maeve.

She has previously held Series 7, 66, 3 and Insurance Licenses.