Kristi Morgan

Investment Assistant Manager

Kristi joined Novem Group in February 2016 as an Investment Assistant, and was promoted to Investment Assistant Manager in May 2018. A graduate of Bryant & Stratton college with an Associate’s Degree in Business Administration, Kristi comes to Novem Group with 12 years of experience in the finance industry working with corporate and individual clients. A licensed Notary Public, Kristi lives in Spencerport, NY with her husband Adam and twin sons, Gavin and Noah.

(585) 348-9245 | kmorgan@novemgroup.com