Christy T. Covalesky, CFP®
Wealth Manager & Employee Owner
Christy helps individuals and families navigate the opportunities, responsibilities, and complexities that come with significant wealth. Drawing on more than 20 years of experience, she enjoys supporting clients through pivotal life events including family transitions, retirement, liquidity events, and inheritance. She addresses the many dimensions of wealth management with clients, from investment strategy and tax considerations to estate planning, multigenerational wealth transfer, and philanthropy, ensuring that each client’s financial strategies are connected to their personal goals and values.
As a senior leader at LNW, Christy plays an active role in guiding the client service team and the firm’s investment strategy decisions. She enjoys developing high-performing teams and fostering a collaborative approach that helps deliver exceptional outcomes for clients.
Prior to joining LNW, Christy advised endowments and nonprofit institutions on investment portfolio strategy and management at Cambridge Associates.
- MBA, Stanford Graduate School of Business
- B.A. in Economics, Middlebury College
- Member, Financial Planning Association of San Francisco
Loves being active outdoors playing tennis, hiking, swimming, and walking her labradoodle. Enjoys watching her teenagers’ sporting and musical events, and spending time with family and friends. Appreciates the opportunity to travel and explore new places.
