Chris began his financial services career in 2001 and joined UBS in April of 2014.   He works extensively with retirees, business owners and families in all aspects of wealth management – specifically investment diversification and asset allocation, retirement income planning, insurance needs analysis, long term care planning and liability management.  He is a Certified Financial Planner ™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®) and has a Portfolio Manager designation with UBS.  He holds his Series 7 and 66 securities licenses, as well as life, accident and health insurance licenses.  He graduated from Hartwick College where he earned a B.A in business management.  Chris lives in Ballston Spa with his wife Meghan and three children Anna, Margaret and Thomas.

AZ, CA, CO, CT, FL, GA, HI, IA, IN, KS, KY, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WI, WV, WY