As both a CFA Charterholder and licensed CPA with an Accredited in Business Valuation (ABV) credential, Chris is uniquely positioned to help clients navigate the full complexity of their financial lives from growing and protecting investment portfolios to planning for retirement and structuring estates in a way that minimizes taxes and maximizes what passes to the people and causes they care about.
Chris oversees portfolio strategy and leads the firm’s business valuation engagements using the ExoSure Framework™, our structured approach for business owners preparing for sale, succession, or retirement.
Chris also leads the firm’s advanced tax planning and tax preparation services, helping clients coordinate multi-year tax strategy alongside their investment and retirement planning. Taxes are often one of the largest expenses retirees will ever face. Coordinating tax strategies alongside investment and retirement planning can have a significant impact on how much wealth a family ultimately keeps.
Chris brings nearly two decades of financial expertise, with a distinguished background spanning business valuation, corporate finance, capital markets, investor relations, and strategic advisory services.