As Senior Portfolio Strategist at TownSquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. He is also a member of the TownSquare Capital investment committee. Chris has been a registered representative and investment adviser since 1992 and has been a General Securities Principal since 2003. Chris also holds the Chartered Financial Analyst (CFA) and CFP® designations.
After graduating from Brigham Young University in Business Management & Finance, Chris began his career as a financial advisor working for Shearson Lehman Brothers and Merrill Lynch. During the past 29 years, Chris has also worked for a number of other wealth management firms where he focused on advising financial advisors and their clients on portfolio construction, investment selection, and wealth management.