Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), where he’d served as vice president and fixed income manager since 2001. Prior to joining KIM, Chris was a vice president in the Private Client Services Group of Robertson Stephens, where he designed and implemented fixed income portfolios for high-net-worth clients. Chris was also the head fixed income trader for Donaldson, Lufkin & Jenrette’s New England region. Chris is a 2013 recipient of the Boston magazine Five Star Wealth Manager award. He graduated from Northeastern University.
Five Star Wealth Manager (2013)
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Fixed Income Strategy
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Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC