Chris specializes in investment management consulting for affluent individuals and families. He joined Adviser Investments upon its acquisition of Kobren Insight Management (KIM) in 2011. Prior to joining KIM in 2009, Chris worked at Fidelity Investments in both San Francisco and Boston, most recently as the director of executive services, educating and guiding corporate executives on equity compensation exercise strategies. In 2023, he was honored in Boston magazine for the eleventh time as a Five Star Wealth Manager. Chris earned his B.A. from Saint Michael’s College and his MBA from the University of San Francisco. He got his start in the financial services industry in 1997. He has received the Chartered Retirement Planning CounselorSM designation and the Chartered Financial Consultant® designation.
Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023)
CRPC®, MBA, ChFC®
Don’t get discouraged when working toward a long-term financial goal, like paying off debt. Paying back my own student loans for both undergrad and grad school taught me how to keep my priorities on track even on a tight budget. I remember some lean years where there were a lot of PB&J sandwiches!
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