Client Advisory

Biography

Chris is a Partner in our Downtown Los Angeles office. He oversees key partner and client relationship development across the entire Greater Los Angeles Area. Chris possesses over 14 years of wealth management and financial services experience with expertise in managing successful client relationships and business development.

Prior to joining Cerity Partners, Chris was a Regional Vice President for two different national Registered Investment Advisory firms. In those roles he partnered with financial consultants to help high-net-worth clients achieve their financial goals. Previously, Chris served as Regional Vice President for a national asset manager where he partnered with financial advisors to build investment solutions for their clients. Chris began his career in financial services as a Client Services Representative.

Education

  • B.S. in Finance from the University of Kansas

Highlights

  • Chartered Retirement Planning Counselor (CRPC)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.