Originally from New Jersey, Chris graduated from the University of Vermont with a BS in Business and Finance in 2002 and entered the financial services sector. Since Joining Merrill Lynch Wealth Management in 2010, Chris and a team of specialists develop highly customized wealth management solutions(based upon the client risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation) for entrepreneurs, venture capitalists, private foundations / endowments, privately controlled corporations, and ultra-affluent families; coupled with access to the open architecture and global resources of Merrill Lynch Wealth Management and Bank of America. Chris now resides in Kennebunkport, Maine and enjoys spending time sailing, saltwater fishing, and skiing.

Goal

As a Senior Financial Advisor, Chris’ primary goal is to streamline clients' financial lives so that they can focus on the activities and interests they most enjoy. Within that framework, he is keenly attuned to safeguarding the financial independence of each family, structuring a deliberate and meaningful family legacy, and directing capital to reflect a family’s values. He prides himself on delivering financial advice in straightforward and understandable terms. Clients are drawn to his evident commitment to their satisfaction, and his highly structured and organized approach to helping meet their needs.


Wealth Management

Chris inherently recognizes that ultra-affluent clients require individualized strategies that reflect the personalized nature of their needs and goals. He provides proactive idea flow on the critical areas of focus for the ultra-affluent, and enacts his investment approach with diligence and precision. His investment approach is grounded in a macro perspective, with a strong emphasis on capital preservation. He foregoes fads and impulse thinking, believing that research, diversification, and risk review are the bedrock of financial success. He also advises clients on strategies to hedge, monetize, and diversify risk associated with concentrated equity positions.

Offerings:
•Investment management
•Tax minimization*
•Use of entities and trusts
•Concentrated stock risk management
•Traditional banking services through Bank of America, N.A
•Sophisticated asset allocation guidance**
•Municipal and Taxable Fixed Income*
•Open architecture to provide clients with the best minds on Wall Street
•Institutional access to various alternative investments, including:
Private Equity***
Hedge Funds***
Managed Futures***
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*Note-Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

**Note-Asset Allocation does not ensure a profit or protect against loss in declining markets.

***Note-Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.