Chris is a Portfolio Operations & Reporting Supervisor at the firm on the High Net Worth Team that caters to clients with $4 million or more of investable assets. He supports the team with ongoing management of client portfolios, strategically creating efficiencies, as well as other personalized investment projects. Chris is also known for his expertise in the firm’s reporting and trading software.
Prior to joining the firm, Chris gained experience at Fortis Management Group, where he constructed and monitored net worth reports for high net worth clients to ensure their financial goals were met. He also previously had internships at Ameriprise Financial as a Financial Planning Intern and at BevSpot as a Data Analyst.
Chris graduated from Bentley University in 2017 with a double major in Finance and Quantitative Perspectives with a concentration in Financial Planning and a minor in Accountancy. Chris was very active in the Bentley Investment Group during his time there. He is currently a 2021 CFA Level II Candidate.
Chris and his wife, Dawn, currently reside in Barrington, RI. During his free time, he enjoys golfing, traveling, and spending time with his family and friends.