Experience 24 Years
Chris is an integral member of the taxable bond team working closely with our fixed income portfolio managers and analysts to support the firm’s client service and business development efforts. He is also a member of the firm’s Investment Committee.
Most recently he was a vice president at Fidelity Management & Research in their Investment Capability Management division with responsibilities covering product development, product management, communications, and strategic positioning. Previously Chris was a fixed income product manager at Pioneer Investments covering a broad range of fixed income strategies.
Chris graduated cum laude from Boston University with a BA in Economics. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Chris also holds Series 3, 4, 7, 24, 66, and 87 Licenses with FINRA.
Communicating with, and educating clients, is by far my favorite part of the role. It’s exciting to see in a client’s face and hear in their voice that they understand what I am saying and know that I understand them and their needs.