Chris joined Adviser in 2023 as a research analyst. His seven years of industry experience began at Knights of Columbus Asset Advisors where he served as a fixed income analyst responsible for analysis of investment grade corporate credit, municipal bondsA financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. Fixed-rate bonds pay out a pre-determined amount of interest each year, while floating-rate bonds can pay higher or lower interest each year depending on prevailing market interest rates., and private placements for the insurance General Account in addition to core bondA financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. Fixed-rate bonds pay out a pre-determined amount of interest each year, while floating-rate bonds can pay higher or lower interest each year depending on prevailing market interest rates. and limited duration mutual funds. He then worked at CAPTRUST in several roles spanning direct support of advisors, change-management relevant to building consistent processes for individual equityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. security management, and full-time equity analysis.
Chris completed his undergraduate studies at Saint Anselm College with a degree in philosophy, politics and economics, along with accounting. He earned an M.S. in finance and an M.B.A. in management from the Dolan School of Business at Fairfield University. Chris is currently enrolled in the Financial Planning Certificate Program at DePaul University.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.