Chris is a Portfolio Management Associate at the firm on the High Net Worth Team.
Prior to joining the firm, Chris worked as a Financial Planning Intern 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 had internship experiences 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 2018 CFA Level I Candidate.
Chris lives in Lexington, MA, and in his free time enjoys golfing, traveling, and spending time with his family and friends.