In Chris’s role as a Sr. Client Relationship Manager, he focuses exclusively on client relations and is dedicated to bringing a high level of service. Throughout his career he has worked closely with both institutional and individual investors.
Chris worked for Prudential Securities in New York before leaving to pursue his MBA in Finance & International Business from Tulane University in 1996. Upon completion of his MBA, Chris moved to San Francisco where he joined Fisher Investments as an Investment Consultant managing high net worth client accounts totaling over $200 million in assets. Following that he worked at Silicon Valley Bank in their Institutional Assets Management Group developing and managing client relations for venture funded corporations.
Prior to joining SAM, Chris was a Senior Investment Advisor and member of the Investment Policy Committee with MCM Wealth, a regional Register Investment Advisor. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and holds a series 65 license. He resides in Mill Valley with his wife and daughter where he enjoys tennis, biking, hiking, and spending time with his family.