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 New York City 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