“It’s exciting to be part of a tight-knit, collaborative group that puts client needs front and center. Investing is a passion of mine and I love unearthing high-quality businesses with upside potential. It’s even better when that passion for research helps contribute to our client’s long-term goals. Knowing that my work could help someone achieve their hopes and dreams gets me excited to come to work every morning.”
Chris joined Shorepoint after seven years at Commonwealth Financial Network, an independent broker-dealer serving over 2,000 financial advisors with over $200 Billion in assets under management.
At Commonwealth, Chris served as a portfolio manager on several internally managed equity portfolios while providing in-depth fundamental equity analysis and tailored asset allocation advice to Commonwealth’s advisors.
Chris began his career as a Financial Advisor with HR Block Financial Advisors. Chris then moved to Bank of America, Merrill Lynch, where he worked as a Senior Investment Analyst evaluating individual domestic equity and alternative strategies.
Chris also spent time as a Director of Research for TheStreet Ratings and as a Director of Platform Distribution at Columbia Management.
Chris is a CFA charter holder and member of the CFA Institute and the CFA Society Boston.
He earned his BA in Finance from the Isenberg School of Management at the University of Massachusetts Amherst.
Chris lives in Braintree, MA, with his wife, Liz, their two daughters, and dog Jazz. Chris enjoys coaching his daughter’s soccer teams, traveling, running, going to concerts, and playing guitar.