About
Chris
Chris is responsible for the strategy and governance of operating models and for promoting consistency around technology, process, and investments. He has oversight and responsibility for the investment platform and collaborates with each partner’s investment committee. Chris has held financial services roles for J.P. Morgan Chase, SCS Financial, and NEIRG Wealth Management
Chris is an avid surfer, skier, and runner when not chasing around his three young children.
Education and Professional Milestones
-University of Rhode Island –bachelor’s degree in finance
-Joined Focus Partners through the firm’s 2024 merger with Connectus Wealth Advisers
-Chairs the Investment Policy Committee for the Town of West Newbury
Chris is responsible for the strategy and governance of operating models and for promoting consistency around technology, process, and investments. He has oversight and responsibility for the investment platform and collaborates with each partner’s investment committee. Chris has held financial services roles for J.P. Morgan Chase, SCS Financial, and NEIRG Wealth Management
Chris is an avid surfer, skier, and runner when not chasing around his three young children.
Education and Professional Milestones
-University of Rhode Island –bachelor’s degree in finance
-Joined Focus Partners through the firm’s 2024 merger with Connectus Wealth Advisers
-Chairs the Investment Policy Committee for the Town of West Newbury