Overview
Chris is a Senior Wealth Manager at Aprio’s Wealth Management Team. He is responsible for advising and consulting high-net-worth clients on all financial matters. Chris works with clients who have liquid assets between $5 million and $100 million. Available year-round, he collaborates with his team to provide high quality service and solutions. With an investing background in private commercial real estate, small businesses, private equity, and franchises, Chris has also managed large mutual funds at top U.S. financial institutions dating back to ‘90’s. He enjoys helping clients build wealth and follows a personal investment philosophy: prioritizing preservation, understanding the risks, and making informed long-term investments.
Experience
Chris has extensive experience in stocks and bonds, with a focus on asset allocation and growth investing. Before joining Aprio, he was the President, Chief Investment Officer, and Founding Partner of an institutional investment firm, where he managed billions in growth equity mutual funds that contributed to his 25+ years in institutional investment management. Now, with 35 years in public securities and in personal investments in real estate franchises, private equity, and small businesses under his belt, Chris has developed a versatile investment playbook applicable across all sectors, securities, and asset classes.
Education & Affiliations
Chris earned a Bachelor of Science in Finance from Ohio University. He has won multiple Fund Manager of the Year awards and was featured by Barron’s as a small-cap growth fund manager in the late ‘90’s as the internet was being introduced to the world. Chris made frequent appearances on CNBC and was regularly quoted in major publications such as the Wall Street Journal, USA Today, and Bloomberg.