Chris, a seasoned financial professional, began his career in Private Wealth Management, where he collaborated closely with Market Presidents, aiding in trust services, private banking, and portfolio management.
Recognized for his expertise, Chris was recruited as a Client Advisor at another financial firm, where he exhibited proficiency in addressing the unique needs of high net worth and ultra-high net worth clientele, establishing himself as a trusted figure in helping clients with their investment and financial planning needs.
Education & Certifications
- Bachelor of Science in Finance (Minors in Risk Management and Real Estate), University of Central Oklahoma
Interests & Activities
Embracing a vision of strategic investment, Chris seized the opportunity to inaugurate his private equity firm, with a distinct focus on energy and real estate ventures. Chris’s extensive knowledge encompasses portfolio management, financial and estate planning, succession planning, business consulting, and private equity.
Always committed to professional growth, Chris is on the path to attaining the Certified Financial Planner (CFP) designation, with an exam slated for late 2023, and is preparing for the CFA Level 1 examination in mid-2024.
