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 2021, he was honored in Boston magazine for the tenth 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 (CRPC®) designation and the Chartered Financial Consultant® (ChFC®) designation.
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For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Financial Planning
Estate Planning
Investment Management
401(k) Advisory
Tax Services
Retirement Planning
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