Chris joined Stevens Capital after over 25 years in the asset and wealth management industry. As a Senior Portfolio Manager, he sits on the Investment Committee, providing strategic advice on portfolio construction and investment management.
Chris earned his MBA from Boston University, following his Bachelor's degree from Susquehanna University in Pennsylvania. He holds the NASD Series 7, 24, 63, and 65 licenses and the Chartered Financial Analyst (CFA®) designation.
Previously, Chris managed a discretionary portfolio offering at one of the industry's largest broker-dealers and was part of the manager due diligence team. He is a highly rated speaker at national advisor conferences and enjoys discussing various investment topics.
Chris and his wife have two teenage sons and reside in Concord, MA, a town often considered the birthplace of American independence. They enjoy outdoor activities such as hiking, cycling, and skiing. Chris is active in the community and collaborates with local organizations focused on food security.
Chris earned his MBA from Boston University, following his Bachelor's degree from Susquehanna University in Pennsylvania. He holds the NASD Series 7, 24, 63, and 65 licenses and the Chartered Financial Analyst (CFA®) designation.
Previously, Chris managed a discretionary portfolio offering at one of the industry's largest broker-dealers and was part of the manager due diligence team. He is a highly rated speaker at national advisor conferences and enjoys discussing various investment topics.
Chris and his wife have two teenage sons and reside in Concord, MA, a town often considered the birthplace of American independence. They enjoy outdoor activities such as hiking, cycling, and skiing. Chris is active in the community and collaborates with local organizations focused on food security.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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