Chris helps develop the group’s asset allocation strategy, investment research and selections, and develops many of the financial plans for clients. He prepares the equity valuation screens used by the group and conducts the trading in the managed accounts. He also works with institutional clients on manager selections, evaluation, and investment policy plan guidelines.
Chris enjoys working with clients to build a plan for their financial goals, create an allocation designed to maximize their risk-adjusted returns, and identify the appropriate investments for their portfolios.
With more than 18 years of experience in the financial services industry, Chris was a financial advisor with Morgan Stanley and with UBS Paine Webber. He earned a bachelor’s degree in finance with a minor in economics from the University of Akron.
Chris is from Medina, Ohio, where he lives today with his wife, Kelly, and children, CJ, Patrick and Benjamin. In his free time, Chris enjoys fishing and reading, and is an avid sports fan.