Vice President & Senior Wealth Advisor
Tel. 781-487-9500 Ext. 113 | Email | vCard | LinkedIn
Chris, a CERTIFIED FINANCIAL PLANNER™ professional, is Vice President and a Senior Wealth Advisor of Peak Financial Management. Chris oversees our comprehensive financial planning services. At Peak, financial planning and the investment portfolios are closely integrated into an overall strategy. Chris considers numerous facets of a client’s financial life including savings strategies, college planning, insurance coverage, the structure of current and potential investment portfolios, tax planning, retirement income generation and other important facets that impact financial well-being. Chris also ensures that portfolios are consistent with a client’s risk tolerance through the application of a scientifically based process that models the volatility and returns of different investments to help clients predict how portfolios will behave over time. He is committed to working closely with other financial professionals to ensure a collaborative approach to helping clients reach their goals. A client’s financial plan evolves over time, and Chris consistently monitors and evaluates new and changing information to keep plans contemporary. He also supports our efforts to develop portfolios unique to Peak by providing insight on the macro-economic environment and overall portfolio management strategies.
Chris’s 25 year career in finance and administration includes positions at Fidelity Investments where he worked as a retirement income planner and in marketing product management. At Beaumont Financial Partners he worked in client service, trading and portfolio management. Most recently he was employed by Wellesley Investment Partners, where he helped launch their successful venture into the investment advisory space by coordinating their financial planning efforts and helping create innovative optimized portfolios. He has worked on projects under ERISA and EGGTRA and has also traveled the country giving presentations on the basics of proper planning and investing. He is also an experienced trader with expertise in buying and selling stocks, bonds, options and other securities. In his early career, Chris served as the Chief Executive Officer of several Massachusetts municipalities.
Chris holds a Master’s Degree in Public Administration from the University of Massachusetts at Amherst and has successfully completed Boston University’s Program for Financial Planning.
His interests include personal fitness, music, reading, and investing.