As an advisor, Chris works closely with clients leveraging his background in portfolio management and investments to help develop and execute strategies designed to meet their long-term financial goals.
After graduating from Colgate University, Chris joined BlackRock where he spent nearly a decade as a portfolio manager of actively managed multi-asset fixed income portfolios with a specialization in tax efficient strategies for institutions, corporations, and high-net-worth individuals.
Chris currently resides in Florida and enjoys spending time with his family wherever the weather is warm, and fairways are green. He is a life-long lover of New York sports teams and finds solace wading in streams with his fly rod.
Previous Experience
- Wealth Strategist at Lenox Wealth Advisors
- Portfolio Manager at BlackRock
Education & Credentials
- Colgate University
*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.
