Chris specializes in investment management consulting for affluent individuals and families. He joined Adviser 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 equityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. compensation exercise strategies. In 2023, he was honored in Boston magazine for the 11th 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.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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