Chris joined MONECO in December 2021. He has been working with clients in the financial industry for over three decades. Prior to bringing his practice to MONECO, Chris was a financial planner and advisor at Barnum Financial Group and Strategies for Wealth. Earlier in his career, Chris was a founder and risk management specialist at two hedge funds. Chris began his career as a derivatives specialist, working at several investment banks covering hedge funds and money manager clients. Chris earned his MBA in Investment Management at the University of Virginia’s Darden School of Business, where he was the Presiding Partner of the school’s investment fund and President of the Investment Club. Chris resides in Fairfield, Connecticut with his wife, Carolyn, where they most enjoy spending time with their four children, Justin, Brian, Severin, and Mackenna. In his spare time, Chris is an avid golfer and platform tennis player, and enjoys reading about finance, history, and economics.
Get to Know Chris...
Favorite part about working at MONECO: Helping my clients to grow, protect, preserve and enjoy their wealth
Favorite thing to do outside of work: Spending time with my wife, Carolyn, especially on the golf course
What I enjoy most about what I do: Developing strategies with clients to satisfy and exceed their financial and life goals
Biggest challenge: Getting up and leaving each evening, planning is too much fun
Favorite:
Quotation: "The best way to predict the future is to create it" - Peter Drucker
Vacation: Anywhere my kids are living (now Austin, TX and San Francisco, CA)
TV Show: Seinfeld
Music: Podcasts!
Sports Team: UVA Lacrosse