Conservatorship Assistant & Accounts Receivable
Christina Caplis serves as an Accounts Receivable and Conservatorship Assistant, supporting the firm’s financial management and fiduciary administrative operations. With a background in Business Administration and Quality Assurance, and currently pursuing her Master of Business Administration (MBA), Christina brings a strong analytical foundation and a disciplined attention to detail to her role.
Her professional experience includes work in international financial services and account management, where precision, organization, and compliance were paramount. Christina understands that even the smallest details can significantly impact financial integrity and client trust. She is committed to maintaining accurate records, supporting timely billing and account reconciliation, and assisting with the careful administration of conservatorship matters.
Known for her calm, professional demeanor and steady work ethic, Christina approaches each responsibility with transparency and accountability. She takes pride in being a dependable team member who works diligently behind the scenes to ensure that the financial and personal interests entrusted to the firm are managed with the highest level of care and integrity.
