Christina Cartes

Christina Cartes

Operations Associate

Christina’s interest in finance began at a young age when her grandparents taught her the importance of saving intentionally. To illustrate that importance, each week after her birth, they placed a 50 cent piece in a piggy bank for her, gifting it to her when she turned 18. That lesson on saving lead her to a career in the financial services industry.

Christina joined Strategic Wealth Partners’ Operations Team in 2020. In her role as Operations Associate, she is able to exercise her love of detail and organization. Her primary responsibilities include reporting, trading, and quality control. She enjoys the collaborative effort put forth by the SWP team to ensure top quality service to every client.

Christina feels most fulfilled outside of work enjoying activities with her family, including her two dogs, Tyson and Rogue. She considers herself a food connoisseur and delights in traveling and reading.

Favorite Quote

“Embrace obstacles to build the resilience required to live a purpose driven life.” – Unknown

Education

BS in Business Administration with an Emphasis in Management, Carroll University

Mary Berman

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Marcie Nach, CFP®

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Jill Kaz, CFP®

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Andrew Cohn, C(k)P®, AIF®

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Jenny Jesse

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Vishaal Tummala, CFP®

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Joanna Hurley

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Cory Rappaport, CPA

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Gabrielle Wagor

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Lindsay Pflug

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Wendy Sabul-Mintzer

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John Mariscalco, CFA®

Associate Wealth Advisor

Kathy Klein, CFP®

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Lee Ford

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A.J. Price, CPA, CFP®

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Matthew Cox

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Brian Wendt

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Jaclyn Simon

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Adam Rudolph, CFP®

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Merrick Singer

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Lauren Ross

Manager of Investment Operations