Professional Bio
Chris has repeatedly built profitable wealth management businesses for banks and RIAs, focused on the ultra-high net worth clientele and the specialized services they require. He is a visionary leader who has transformed divisions and improved results. With over 25 years of experience, it is his keen understanding of corporate vision, insight into marketplace opportunities, strengths in building teams and instilling dedication to team success that has made him so effective.Industry Experience
- Financial Services
- Investment Management
- Wealth Management
Professional Experience
- Estate Planning (10+ yrs)
- Financial Analysis (10+ yrs)
- Investments (10+ yrs)
- Philanthropy (10+ yrs)
Employment Type
- Full time
Career Level
- Executive
- Director
Matters About Job
- Company Culture
Preferred Management Style
- Respected Professional
Personality Type
- Extroverted (Outgoing)
