Chris joined our team as the Director of Portfolio Research and Advisory. Previously, he spent 9 years as the Director of Private Client Services at the Northwestern Mutual home office located in Milwaukee, WI. During his tenure, Chris’ team supported the significant growth of the Private Client Service (PCS) program from $350 million in assets under management (AUM) to over $3.5 billion. Chris served as team leader for a portfolio management and client service team responsible for day-to-day investment operations. He also traveled extensively meeting with advisors and their clients to present PCS investment solutions.
Chris has now spent much of his 18-year career in portfolio management. During this time, Chris has developed and led teams in portfolio construction, strategic asset allocation, and the ability to create a portfolio based on client’s specific investment objectives. Chris is excited to join our team to allow him to change focus from an institutional approach to more one-on-one personal experience with clients.
Prior to Northwestern Mutual, Chris worked for 8 years at Atlantic Trust, a wealth management firm, and worked for a Member of Congress on Capitol Hill, focusing on Finance and International Relations legislative agendas. Chris has a degree from Denison University and a master’s degree from Boston University. In his free time, Chris coaches Lacrosse, shuffles his four children around to various activities, and when he can, enjoys a good history book.