Overview
Chris is a Senior Wealth Manager at Aprio Wealth Management and specializes in serving clients with liquid assets between $20 million and $1 billion. He collaborates with his team to provide high quality service and solutions. His investment experience includes private commercial real estate, small businesses, private equity, and franchises, and he’s managed large mutual funds at top U.S. financial institutions.
Experience
Chris has extensive experience in stocks-and-bonds, with a focus on asset allocation and growth investing. Before joining Aprio, he served as President, Chief Investment Officer, and Founding Partner of an institutional investment firm, managing billions in growth equity mutual funds over 25+ years in institutional investment management. With 35 years spanning public securities and personal investments in real estate, franchises, private equity, and small businesses, Chris has developed a versatile playbook all sectors, securities, and asset classes.
Education & Affiliations
Chris earned a Bachelor of Science in Finance from Ohio University. He’s been recognized as Fund Manager of the Year from organizations including Banc One (2000-2002), Northern Trust (2006, Top 2% of all small cap growth managers), and Silvant Capital (2007). He’s appeared on CNBC and has been quoted in the Wall Street Journal, USA Today, and Bloomberg.