Christie AndersenHuman Resources and Compliance

Education & Accreditation

B.S., Marist College

 

Biography

Christie Andersen has been with Socius since the beginning—and she’s been helping it run smoothly ever since. With over 20 years of experience in the securities industry, she began her career as a compliance professional with a firm in Manhattan. From there, she continued to acquire more operational responsibilities and supervisory roles, rising through the ranks into more prominent positions across several firms and family offices. Today, she’s an integral part of the team at Socius, managing risk and overseeing operations vital to its success.

Born and raised in Connecticut, Christie moved to New York’s Hudson Valley for college and remained there until 2001. Now she calls South Florida home, where she lives with her husband of 21 years, 18-year-old son, and dog Nikko. When away from the office, Christie enjoys cruising, which allows her the opportunity to explore multiple countries and destinations with family and friends.

 

What do you love most about being at Socius?

The partners here are passionate about their clients and the vision for the firm—it’s great to be somewhere that takes its founding principles so seriously.

What’s the most gratifying part of your job?

Knowing that I’m helping the firm advance and grow. I’ve always been an operations person; I’m happiest when I’m behind the front lines, enabling the partners to see their clients and deliver on our commitments.

What’s the biggest challenge most people face when it comes to their wealth?

Trust. That’s why we go above and beyond to provide transparency and avoid conflicts of interest.

What are you most proud of in your professional life?

That as a woman, I’ve been able to stand accomplished amongst the men in this industry.

What does your perfect Sunday afternoon look like?

Making memories with my family, watching football, and relaxing in the sun poolside.