About
Christopher
Chris supports a team of wealth advisors striving to foster meaningful client relationships and deliver personalized financial strategies. He helps provide high-net-worth families and individuals with comprehensive services, including financial planning, investment management, and tax planning.
Chris began his career in the Commercial Assurance practice at Ernst & Young LLP, where he developed a strong foundation in financial analysis and client service. Today, he combines technical expertise with a client-focused approach to help see that each financial plan aligns with long-term goals and strives to offer confidence throughout the wealth management journey.
Outside of the office, Chris enjoys spending quality time with friends and family, staying active, and attending sporting events at his alma mater. He values experiences that keep him connected and energized, whether it’s cheering on his favorite team or engaging in activities that promote health and well-being. These passions reflect his commitment to balance and building strong relationships both personally and professionally.
Education and Professional Milestones
-Boston College - bachelor’s degree in accounting
Chris supports a team of wealth advisors striving to foster meaningful client relationships and deliver personalized financial strategies. He helps provide high-net-worth families and individuals with comprehensive services, including financial planning, investment management, and tax planning.
Chris began his career in the Commercial Assurance practice at Ernst & Young LLP, where he developed a strong foundation in financial analysis and client service. Today, he combines technical expertise with a client-focused approach to help see that each financial plan aligns with long-term goals and strives to offer confidence throughout the wealth management journey.
Outside of the office, Chris enjoys spending quality time with friends and family, staying active, and attending sporting events at his alma mater. He values experiences that keep him connected and energized, whether it’s cheering on his favorite team or engaging in activities that promote health and well-being. These passions reflect his commitment to balance and building strong relationships both personally and professionally.
Education and Professional Milestones
-Boston College - bachelor’s degree in accounting