Since 2000, Chris’ career in the investment management industry has covered a diverse landscape from security research to portfolio construction consulting to investment product development and to portfolio management.
Prior to joining WealthSource, Chris co-founded CataMetrics Management – a firm focused on providing investment advisors with an integrated investment solution that pairs investment strategies with sales and on-going communication tools. Prior to co-founding CataMetrics, Chris served as the CIO for US Wealth Management where he developed multiple client-centered, risk-managed investment strategies and, prior to that, served as a Vice President at Goldman Sachs where he consulted with RIAs and broker-dealers to help them improve the efficiency of their investment strategies through portfolio analysis and recommendation of securities.
Chris was also a co-founder of a CIO Roundtable where CIOs could discuss portfolio design and asset-allocation challenges amongst one another. Through his participation in this roundtable, along with his experience working with financial advisors, Chris has seen first-hand the challenge of communicating important but complex investment concepts to retail clients and has focused his career on bridging that gap.
Chris graduated from the University of Massachusetts Amherst with a BA in Economics. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society New York. He lives in Greenwich, CT with his wife and two children.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.