Chris brings to Capital Investment Counsel over 12 years of investment experience. Chris specializes in portfolio management with a emphasis on financial, retirement, estate, tax and insurance planning. Prior to joining CIC, Chris was a portfolio manager with Northern Trust in Phoenix where he managed assets for high net worth individuals, foundations and non-profit organizations. Previous to Northern Trust, he worked for Charles Schwab where he various roles including: asset management, derivative trading, and conducting investment seminars across the United States.
Chris graduated from Northern Arizona University with a Bachelors of Science degree in Business Administration with a major in Finance. Chris has earned the Chartered Financial Analyst (CFA®) and the Certified Financial Planner (CFP®) designations. Furthermore, he is a member of the Phoenix CFA Society and the Phoenix Financial Planning Association. In his free time, Chris enjoys golfing, traveling and spending time with his wife and two children.
|
