Joining the team in 2023 through the acquisition of Heron Wealth, Chris serves as an advisor, providing advice that goes far beyond investment selection. He enjoys working with clients to optimize their employer benefits, manage cash flow, coach them through the behavioral side of investing, and provide guidance around tax planning. Specializing in working with rising professionals, he also advises clients on compensation like ISOs or RSUs and helps them to implement holistic strategies for retirement.
Chris’ experience in financial services spans a decade and includes time spent in a boutique registered investment advisor with a tax planning focus, as well as work at some of the nation’s largest financial institutions.
Chris earned a bachelor’s degree in Finance from the University of Scranton and is a graduate of Fordham Preparatory School. He holds the Certified Financial Planner™ credential, which included coursework at Fairfield University in tax and estate planning. He is also a member of the National Association of Personal Financial Advisors (NAPFA) where he serves on the Public Policy Committee.
When not designing financial plans, Chris makes regular visits to the New York Botanical Garden and is a member of the Young Garden Circle. He also loves deep-sea fishing and visiting the Jersey Shore with his family. Chris and his wife, Allison, an environmental attorney, reside in Westchester, NY. They are animal lovers and embrace an eco-friendly lifestyle.
- Financial Planner at Heron Wealth
- Customer Support Advisor at IFC Personal Money Managers
- Financial Advisor at Merrill Lynch
Education & Credentials
- BS, University of Scranton, Finance
- Certified Financial Planner™ (CFP®)
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.