Christopher is a Partner and Senior Investment Advisor at the firm. Chris provides clients with customized investment advice to achieve their goals and objectives. Chris is a senior member of the investment team that is responsible for asset allocation, manager selection, and portfolio construction. Additionally, Chris leads the team responsible for the due diligence and implementation of alternative investments (hedge funds).
Prior to joining the firm in 2015, Chris had a 10-year career with GenSpring Family Offices, a multi-family office providing wealth management and family office services to ultra-high net worth families. Most recently, Chris was a member of the executive team with oversight of the clients’ investment experience and implementation through the GenSpring network of family offices. He was one of few key decision makers responsible for shaping the firm’s guidance around asset allocation, manager selection, and portfolio construction. Previously, Chris was a Consultant at Hartland & Co, an institutional investment consulting firm to pension plans, endowments and foundations, and an Officer of BNY Mellon working with families.
Chris graduated with a B.S.B.A. from Boston University School of Management and an M.B.A. from Case Western Reserve University’s Weatherhead School of Management. He holds designations of CFA charter holder and Chartered Alternative Investment Analyst. Chris is a member of the CFA Institute and the CFA Society of South Florida.
Chris is married with two children and lives in the Palm Beaches. During his free time, Chris enjoys time with family, fishing, golf, and traveling.