As Vice President, Analyst at Keebeck Wealth Management, Chris brings several years of experience in the wealth management industry. Chris began his career in the financial industry with Mann Group at the Chicago Mercantile Exchange (CME). This experience led him to working at organizations including Bank of America Merrill Lynch, UBS, and AXA Advisors where he oversaw the asset allocation and execution of over $300 million in assets using ETF models before joining Keebeck Wealth Management.
Chris focuses on financial planning, model-based asset management, tax loss harvesting, and alternative investments. His background in both fundamental and technical analysis supports the investment process for both equities and fixed income. As a member of the Keebeck investment team, Chris is an integral part of aligning portfolios to clients’ goals.
Outside interests include spending time with his niece and nephew and enjoying hobbies such as sporting clay shooting, fishing, snowboarding, and golfing.