Assistant Portfolio Manager
Chris oversees our portfolio administration and assists with investment management. He works closely with Liz supporting the firm’s portfolio process with sector and security research, portfolio monitoring and trading execution. Chris is a member of our investment committee and he contributes to our asset allocation and investment strategies with his work analyzing the markets and macroeconomic developments. Chris also works with the firm’s Wealth Advisors assisting with client service and reporting.
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. He passed all three exams in 18 months, completing Level III in June 2018. Chris will fully qualify for his charter and the CFA® designation as he builds his professional experience with the firm.
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 firstname.lastname@example.org