Cristian is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Cristian graduated summa cum laude from Lawrence University with a degree in Econometrics & Quantitative Economics and minors in Data Science and Innovation & Entrepreneurship. Originally from Switzerland, he lived in Texas and New Jersey before attending Lawrence University in Appleton, Wisconsin. During his time at Lawrence, Cristian was a member of the varsity ice hockey team, served as a peer tutor in Economics, and was actively involved in the student-managed investment fund and KidsGive, a student-led nonprofit organization.
Cristian splits his time between Waltham, MA and Kingston, RI. Outside of work, he enjoys reading, playing hockey and golf, skiing, and traveling.