Chris is a Managing Director and Senior Investment Strategist with Summit Place. As our Senior Investment Strategist, Chris leads our investment research efforts analyzing securities, markets and macroeconomic developments and he works closely with Liz to formulate and execute the firm’s overall investment strategy. As a Portfolio Manager, he works with clients to identify their goals and develop individual portfolio policies and asset allocation strategies for them, personalizing the firm’s investment approach for each client’s portfolio. Chris also works with the firm’s Wealth Advisors to further support our clients’ goals and objectives.
His interest in financial markets, global economics, and investment management inspired Chris to enter into the rigorous Chartered Financial Analyst® (CFA®) program right after college. Today, he is a member of the CFA Institute and the CFA Society of New York.
Chris earned his Bachelor of Business Administration in economics with minors in finance and business technology from the University of Miami School of Business. His experiences were further enriched with time spent studying in Rome at John Cabot University. He is a history enthusiast and enjoys playing golf whenever New Jersey weather permits.
You can reach Chris at chris.gula@summitplacefinancial.com
“A client told me they look forward to our meetings not just for the portfolio update, but because they always walk away understanding something new about markets. I never want a conversation to feel like a box-checking exercise. I love when clients tell me they leave more comfortable about their portfolio and a little smarter than when we started.”