Client Services Manager
Chris started in the financial services industry in banking 45 years ago. He left banking after 14 years and went on to hold Vice President positions in institutional markets at Raymond James and Associates, Kemper Securities and Lehman Brothers. After a three-year paternity leave to raise his son he rejoined the financial services industry on a retail basis at Barnum Financial Group, an office of MetLife, where he met Rudy Weiss. Chris followed Rudy to Reby Advisors where they have been for the last five years before joining MONECO Advisors.
Chris believes having a financial plan is an important part of everyone’s future regardless of their stage in life. He partners with clients to help them achieve financial freedom. He helps them understand what financial freedom means to them and goes about a plan to pursue it. His goal is to give clients the appropriate tools to help them understand their financial possibilities.
Chris is involved in the Notre Dame Alumni Club of Fairfield County and BMW Car Club of America. He lives in North Stamford with his teenage son. He enjoys watching his son participate in sports and vacationing at his home in Vero Beach, Florida.
Get to Know Chris...
Favorite part about working at Moneco: I am looking forward to working at MONECO Advisors, a firm whose policy and culture reflects my ideals
Favorite thing to do outside of work: Spending time outdoors and with anyone in my family
What I enjoy most about what I do: Helping people learn about financial freedom and how to achieve it
Biggest challenge: Transitioning and introducing our clients to Moneco
Quotation: “We should do three things every day of our life. Number one is laugh. You should laugh every day. Number two is think, we should spend some time in thought. And, number three is you should have your emotions moved to tears” - Jim Valvano
Vacation: Travel anywhere - especially to Florida and Colorado
TV Show: 60 Minutes
Music: It’s hard to choose a favorite genre of music. I like all types and I like it a lot
Sports Team: Notre Dame, Chicago Bears, New York Yankees