Chris is a Senior Vice President and Institutional Consultant based in Washington, DC. He has 28 years of experience in the financial services industry and provides a broad array of sophisticated services to families and non-profit organizations. His focus includes investment and strategic planning, asset allocation, and portfolio construction. The Institutional Consultant designation, conveyed to fewer than 2% of UBS advisors, reflects his experience and qualifications to work with this type of client.
Chris is named by Forbes/SHOOK as a Best-In-State Wealth Advisor in Washington, DC as well as a Top Financial Adviser by Washingtonian Magazine.
A graduate of the University of Virginia, Chris holds B.A. degrees in both Economics and Foreign Affairs. He earned the Certified Investment Management Analyst (CIMA®) designation after a program of study at the Wharton School of the University of Pennsylvania. He also holds the Wealth Advisor and Senior Managed Accounts Consultant designations within UBS.
Chris is an active mentor for veterans transitioning from the military into the private sector. He has also been involved with the Leukemia & Lymphoma Society and is a past nominee to be their Washington, DC Man of the Year. A longtime endurance athlete, Chris is a 9-time Ironman finisher, an Ironman All World Athlete designee with a personal best ranking in the top 100 nationally and top 300 globally, and a Leadville 100 Mountain Bike race finisher. He lives in McLean, VA with his wife Janie, their 2 daughters (of 3) still at home, and 2 chocolate Labrador retrievers.
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI