Chris Gula, CFA®

Vice President, Investment Strategist/ Portfolio Manager

Chris is an Investment Strategist and Portfolio Manager with Summit Place.  He works closely with Liz supporting the firm’s investment process and clients’ portfolios.  Chris is a member of our investment committee and he contributes to our asset allocation and investment strategies with his work analyzing securities, markets and macroeconomic developments.  In addition to managing portfolios, Chris works with the firm’s Wealth Advisors assisting with client service and analysis.

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.

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