EDUCATION

Saint Louis University - Finance (Magna Cum Laude)

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PROFESSIONAL

Chris began his career managing the Operations Department at a Northwestern Mutual office, laying a strong foundation for his expertise in the financial sector.  Subsequently, he joined Gatewood Wealth Solutions, first as a Financial Planner and then as a Portfolio Analyst within the Investment Department.

 

In 2022, Chris was appointed Director of Investments, cementing his position as an integral member of the firm’s Leadership Team. He excels in his current role by meticulously monitoring portfolios, performing detailed security analysis, optimizing tax efficiency, and customizing portfolios to align with client objectives. With his comprehensive experience and substantial contributions, Chris is instrumental in the propelling the Investment Department’s growth and success.

 

Chris holds prestigious designations of Chartered Financial Analyst (CFA®), CMT®, and CAIA® Charterholder. The CFA® is a globally recognized designation given by the CFA Institute, validating an individual’s competence and integrity in investment management. This certification indicates the holder’s advanced understanding of investment analysis and portfolio management skills. Chris maintains his Series 65 & 7 securities registrations with LPL Financial and Life and Health licenses, showcasing his broad scope of financial experience.

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PERSONAL

Born and raised in St. Louis, Chris is happily married to Claire, who is dedicated to raising their daughter, Ava. In his free time, Chris enjoys spending time with his family, playing golf, and reading economic literature.