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 ninth time as a Five Star Wealth Manager. Chris earned his B.A. from Saint Michael’s College, his MBA from the University of San Francisco and got his start in the financial services industry in 1997. He has received the Chartered Retirement Planning Counselor (CRPC®) designation and the Chartered Financial Consultant (ChFC®) designation.