Client Relationship Manager
Chris originally joined the firm in the beginning of Summer 2017 as a financial planning intern. Chris quickly found that financial advising was a career that intrigued him as he spent the summer building out plans on our online planning platforms. Chris attended Providence College in Rhode Island where he studied as a Finance major. During his time at Providence he was an active member of the rugby team including holding an executive position on the team during his Senior year.
Chris aspires to become a Financial Advisor and is excited to be learning from the best. Eventually he would like to pursue his Certified Financial Planner (CFP) designation as a step towards becoming an advisor.
Get to know Chris...
Favorite part about working at MONECO: Working with people who show dedication and care for their clients as well as their peers.
Favorite thing to do outside of work: Hiking, running, and eating.
Biggest challenge at MONECO: The biggest challenge for me is trying to absorb information like a sponge. I have been fortunate to be surrounded by people with hundreds of years of combined experience and I want to soak up all the knowledge that I can.
What I enjoy most about what I do: I enjoy the fact that our business is centered around the relationships built between clients and their advisors.
Quotation: "To give anything less than your best is to sacrifice the gift." - Steve Prefontaine
Vacation: Glacier National Park, Montana
TV Show: "The West Wing"
Genre of Music: Classic Rock, Indie Rock
Sports Team: Irish National Rugby Team, Munster, Blackhawks, Cubs