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Christopher Street Financial Employee Directory

Financial ServicesNew York, United States11-50 Employees

Christopher Street Financial is a financial planning and wealth-management firm based in New York City that serves clients across the United States. It operates with a relationship-centric approach to planning and investment management, aiming to help clients pursue fulfilling lives. Founded in 1981 to provide financial guidance for New York City's LGBTQ+ community, the firm continues to honor that commitment and serves clients who share its values.

It sits within the financial services industry and is affiliated with Bluespring Wealth Partners, LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities are offered through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC. Recent developments include Bluespring's 2023 acquisition of Christopher Street Financial, after which the firm operated as an affiliate, and a 2025 collaboration with Avantis Investors accompanied by a new monthly webinar series.

Find Christopher Street Financial employees' phone numbers or email addresses

Christopher Street Financial Global Highlights

Location
Employees

North America
41

Minus sign iconPlus sign icon
  • United States Of America
    41

Christopher Street Financial's Leadership

  • Stylized image of a person
    M. F.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H. C.
    President | Senior Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D. B.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Director Of Employee & Client Experience
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. L.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A. R.
    Senior Financial Advisor
    Phone icon
    Mobile Phone

Christopher Street Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Christopher Street Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. F.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    United StatesNew York
    May 08, 2026
  • Stylized image of a person
    R. D.
    Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    May 27, 2025
  • Stylized image of a person
    R. D.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    Jul 14, 2025
  • Stylized image of a person
    R. D. B.
    Director Of Client Services
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 15, 2026
  • Stylized image of a person
    M. L.
    Director Of Employee & Client Experience
    Phone icon
    Mobile Phone
    United StatesNew York
    Aug 18, 2025
  • Stylized image of a person
    B. L.
    Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. A. R.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Mar 25, 2026
  • Stylized image of a person
    S. C.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Nov 15, 2025
  • Stylized image of a person
    A. P.
    Financial Planning Associate
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 15, 2026
  • Stylized image of a person
    A. L.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Mar 16, 2026

Frequently Asked Questions

What is Christopher Street Financial known for?

Minus sign iconPlus sign iconChristopher Street Financial was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 475 Park Avenue South Suite 2100 New York, New York 10016 United States; you can contact the main corporate office by phone at
+1-212-405-****
. Explore Christopher Street Financial's company overview page for more information.

What is Christopher Street Financial's most common email format?

Minus sign iconPlus sign iconChristopher Street Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Christopher Street Financial email formats with LeadIQ.

How many employees does Christopher Street Financial have currently?

Minus sign iconPlus sign iconChristopher Street Financial has approximately 19 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Christopher Street Financial's key employees and leadership?

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As of April 2026, Christopher Street Financial's key employees include:

  • Chief Executive Officer: M. F.
  • Chief Operating Officer: R. D.
  • President | Senior Financial Advisor: J. H. C.
  • Partner: R. D.
  • Director Of Client Services: R. D. B.

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