Chris spent over a decade working for several Wall Street firms as a derivatives specialist covering asset managers and hedge funds. He moved to the buy-side in 2007, founding a hedge fund and thereby learning how to build and run an investment management business. In 2009, Chris joined forces with a hedge fund trading team within a family office where he ran risk management, strategy, marketing, and investor relations. Wanting to bring more holistic planning services to his relationships, Chris became a financial representative at Prosperian in 2015. He works with individuals, families and closely held businesses to assist them in their financial planning needs.
Chris earned a Bachelors degree in Chemical Engineering from SUNY Buffalo and two Masters from the University of Virginia (Engineering and an MBA from the Darden School). He resides in Fairfield, CT with his wife, Carolyn, and their four children. In his free time, he loves golfing, playing platform tennis, and learning about financial history, investment markets, and economics.
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Registered Representative of Park Avenue Securities and Financial Representative of Guardian.