Chris began his career as a financial advisor at UBS in 2004.
Chris develops and oversees investment portfolios customized to client specifications. Whether the objectives are preserving or growing wealth, generating a desired income, or managing risk, he is committed to properly integrating client investment portfolios with their personal financial goals. His process is to develop a clear understanding of a client's comprehensive financial picture so that the investment portfolio can be tailored accordingly. Regular meetings and ongoing communication with clients allow for Chris to make portfolio adjustments as client plans dictate.
Chris was a captain of the varisty basketball team and graduated with honors from Carnegie Mellon University with a Bachelor's degree in Business Administration. He has also earned a Master of Information Systems Management and Master of Business Administration from Carnegie Mellon University.
He actively supports and participates in various charitable endeavors and enjoys coaching his sons' sports teams. Chris and his wife, Megan, have three boys and live in the Sewickley area.
Registered States:
AR, AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, VI