Senior Client Success Manager
Chris brings over two decades of experience working with and assisting High Net Worth individuals and Family Offices navigate the financial investment marketplace. He believes that everyone deserves access to high quality financial planning and guidance, and works to that end daily. When not working with clients Chris enjoys spending time with his talented wife Carmen who just happens to be an amazing professional artist!
Education: BS Business Management; Babson College
"It wasn't raining when Noah built the Ark." - Howard Ruff
Get to know Chris
My amazing three sisters and my wonderful Mother!
Where's your favorite place in the world?
Mount Washington in New Hampshire!! Why? It is one of the greatest places in the United States for hiking, which I love to do. In addition, I once raced my bike up that mountain in one of the more crazy things I have done in life. I finished, which was a feat in itself.
What four individuals, living or dead, would you like to eat dinner with the most?
Leonardo Di Vinci, Nicola Tesla, Benjamin Franklin and Albert Einstein
If you could visit anywhere in the world you've never been, where would you go?
The Pyramids in Egypt!
What's the craziest thing you've ever done?
Well for me this was crazy….scuba diving at 2:00 in the morning off the coast of Rhode Island to “fish” for lobsters.