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 Inc., 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 Five Star Wealth Manager award. Chris graduated from Northeastern University.
Five Star Wealth Manager (2013)
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