As Chief Investment Officer, Chris leads our investment research agenda as well as our portfolio management philosophy and client service initiatives.

Chris co-authored Overview of Private Wealth Management, the core reading on wealth management in Level III of the curriculum for the Chartered Financial Analyst (CFA) Program. He speaks at professional conferences nationwide on issues relating to portfolio design and behavioral finance.

Chris earned his Master of Business Administration degree from the Tepper School of Business at Carnegie Mellon University. He holds the professional designations of Chartered Financial Analyst (CFA) and Certified Financial PlannerTM (CFP^®).

Chris resides in Gibsonia with his wife and two children. He enjoys watching his kids’ activities and the occasional round of golf.