Executive Director, Morgan Stanley Private Wealth Management
Chris is a partner of a top NYC-based Private Wealth Management team managing ~$5 billion in client assets. Their clients include high net worth individuals, family offices, foundations and organizations, money management principals, institutional money managers, small cap banks, and offshore investors.
Chris primarily focuses on the asset allocation, alternative investments, and strategy implementation for their clients.
Chris began his career at JP Morgan’s Private bank and was there until 1998 when he then joined Lehman Brothers. Chris held various positions throughout the firm, transitioning from Portfolio Manager of LB Gov / Credit Portfolio to building out Lehman’s third party long only manager platform. As Senior Vice President, he was responsible for manager due diligence and often assisted in providing asset allocation and investment advice for private wealth clients. He joined Morgan Stanley Private Wealth in May 2008.
Chris has earned various distinctions including membership in Morgan Stanley’s President’s Club. He was recognized by Financial Times as one of the top 400 Advisors.and Forbes Shook Top Wealth Advisors. He has spoken at several conferences about alternative investments, including SALT, HedgeWorld, and the Investment Institute. He has also appeared on CNBC’s Squawk on the Street, Fox Business News’ FBN:AM and Wall Street Week, and Reuters.
Chris is a Chartered Financial Analyst and earned his Bachelor of the Arts from Hamilton College.