Professional Focus & Services
As an Analyst Associate, Chris provides the portfolio management team with timely information relevant to our investment decision making process while handling specific market research and asset analysis projects. Chris works closely with the Client Advisors, Portfolio Management, and members of the Client Services teams to provide a high-level wealth management service to our clients.
Currently Christopher is finishing his senior year at Northern Illinois University studying to receive a Bachelor in Science Degree, majoring in Finance with a Spanish minor. He wishes to eventually obtain a CFP® certification to help future clients reach their personal goals into retirement.
In his free time, Christopher is involved in a fraternal organization where he has held multiple high positions involving event, financial and group planning responsibilities. He likes to get involved in charitable events around campus that have helped local organizations and spending time with his second passion which is Film.
Professional Affiliations and Recognitions
Current Secretary, Impact Investors Investment Committee
Current Member, USSIF: Forum for Sustainable & Responsible Investment
Education, Designations and Registrations
B.S. Finance and Spanish, Northern Illinois University - 2021