Whether it’s helping a client achieve their financial goals, a friend that might have a personal issue, or giving back to the community, Chris is passionate about helping others. “I take pride in being able to offer my clients peace of mind, wherever they’re at in their financial journey,” he says. Chris is dedicated to understanding clients’ goals and diligently develops personalized investment strategies that best optimize their financial resources.
With more than a decade of experience, Chris has broad experience researching securities, recommending investment solutions, and building customized portfolios for his clients. Prior to joining Compass Capital, Chris was part of the hedge fund technical specialist group for Bank of America Merrill Lynch and the alternative investment group at US Trust.
Chris brings a contagious passion to the Compass team for transforming complex issues into simple, achievable solutions. “I enjoy being able to relieve the burden of clients’ financial stress by sharing realistic advice, setting clear expectations, and delivering an actionable roadmap for long-term success.” Chris finds inspiration each day in the promise of helping clients prosper and working alongside a great team.
Outside the office, Chris enjoys spending time with his wife and family, staying active, and giving back to his local and global community. Chris is actively involved with the American Refugee Committee and many charitable organizations empowering disadvantaged youth.
Vice President, Alternate Investment Group, Bank of America Merrill Lynch, New York, NY. Chris has been in the investment field since 2006.
B.A. from Union College.
American Refugee Committee.
Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Member of the CFA Society of Minnesota.