Chris is a 24-year veteran of the asset and wealth management industries and advises endowments, foundations, and families on protecting and growing their assets. Chris serves as Chair, Investment Committee for a Boston-area independent school endowment and has addressed professional investor audiences around the country on topics ranging from Portfolio Construction to Asset-Allocation to Hedge Funds to Private Equity investing.
Prior to joining Boston Private Wealth, Chris led the Client Advisory Group at a multi-billion dollar advisory firm, where he focused on and helped advise endowments, foundations, and some of the world’s most successful entrepreneurs, philanthropists, and investors. Chris also has experience with Fidelity Investments, Merrill Lynch, and Acadian Asset Management, a leading global institutional asset management firm. At Acadian, Chris worked directly for two global equity portfolio managers for five years, helping construct risk-managed globally-diversified equity portfolios for some of the largest and most sophisticated pools of capital in the world, like Yale’s endowment and General Motors’ Pension Fund.
Chris is a graduate of Bowdoin College, The Roxbury Latin School, and Dexter-Southfield School, where he serves as a Trustee, Chairs the Investment Committee, and serves on the Finance Committee. Chris was elected Captain and All-New England for Bowdoin Lacrosse, and coaches youth lacrosse and hockey in Lexington, MA, where he resides with his wife and children.
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