Saint Louis University - Finance (Magna Cum Laude)
Chris started his career in investment operations for a local office of Northwestern Mutual before joining Gatewood Wealth Solutions to analyze the firm’s portfolio and investment team. Chris supports the firm’s daily performance monitoring of its portfolios and individual client accounts. Chris analyzes holdings, new assets transitioning to the firm, gain and loss positions to assist advisors with tax efficiency, and optimizing client portfolios to allocations suited to account goals, risk tolerance, and time horizon. Chris also supports portfolio trading and tracking.
Chris is a CFA® Charterholder and has his Series 63 & 7 securities registrations held with LPL Financial and Life and Health licenses.
Chris is a native St. Louisan and is married to Claire, who works with the St. Vincent DePaul Center. Chris played varsity baseball in High School and is a scratch golfer.