As Private Wealth Advisor for the firm, Chris works closely with our Institutional and Family Wealth clients as well as our senior advisory team supporting all aspects of our holistic investment consulting approach. Chris has been passionately providing investment consulting and advanced financial planning to high-net worth and institutional clients for almost a decade.
Most recently, Chris served as Financial Advisor at Merrill Lynch in the Capital Region of NYS. His business developed rapidly as prospective clients learned of his fiduciary approach to the business and client-centric service delivery approach.
Chris earned a Bachelor of Science degree in Business Administration from Rensselaer Polytechnic Institute’s (RPI) Lally School of Business in Troy, NY. In his free time, Chris enjoys traveling around the region with his wife, Monica and their new puppy, Chubbs.