Chris Maxey, CAIA

Managing Director, Chief Market Strategist

Chris serves as Managing Director and Chief Market Strategist on the Investment Team. He joined the firm in 2018 to add depth to the internal investment research function, bringing expertise in portfolio construction, asset allocation, and money manager research and due diligence.

Previously working as a portfolio manager with both Steben & Company and Fortigent, he has extensive experience in manager due diligence and risk management, which he now utilizes to provide tailored investment strategies to meet a broad range of client needs.

A Northern Virginia native, Chris lives in Vienna, VA with his family and uses every spare moment in pursuit of his photography hobby.

Previous Experience

  • Senior Portfolio Manager at Steben & Company
  • Assistant Vice President and Portfolio Manager at Fortigent
  • Portfolio Specialist at Trusco Capital Management

Education & Credentials

  • BS, American University, Finance
  • Chartered Alternative Investment Analyst
  • Series 65 license

*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.