Chris is a Managing Director, Wealth Management Advisor and began his career at Merrill Lynch Wealth Management in 1991. As managing partner of the group, Chris oversees the team’s strategic initiatives and execution of the group’s business plan. Chris serves a select group of highly successful clients, designing tailored strategies that reflect their unique circumstances. Over the last 27 years, Chris has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. He and his team work closely with affluent individuals and their families, helping them streamline the complexities and capitalize on the opportunities of substantial wealth. Chris is a graduate of Clarkson University, with a Bachelor of Science degree in Business.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
