As a member of The CR | BI Group, he focuses on wealth planning, relationship management and developing new business opportunities with advisors. Chris' responsibilities include developing asset allocation strategies and implementing client investment plans. He works diligently to deliver an excellent client experience.
A graduate from the University of Connecticut, Chris holds a B.A. in Economics. With over 16 years of experience in financial services, he began his career in 2001 at JPMorgan Chase & Co. as a relationship manager and then joined Bernstein Global Wealth Management, where he gained valuable experience and worked very closely with Chris Rezek and Bailey Izard. Chris transitioned to his current role in 2017 and is an integral member of the team. He holds FINRA Series 7, 63 and 65 licenses.
Chris lives in Dunwoody with his wife, Melanie, and daughter, Addison. Outside of work, he enjoys spending time with his family and friends, is an avid sportsman, loves being outside and has a passion for cooking.