Chris joined Professional Planning Group in 2002. As a Financial Advisor, he works directly with clients providing comprehensive wealth management, retirement planning and investment advisory services to high net worth individuals and their families. Chris serves as Chair of PPG’s Investment Committee overseeing the firm’s investment strategy, portfolio construction and monitoring, research efforts and trading operations. Chris is a Registered Principal, Associate Compliance Officer and member of the Executive and Compliance Committees.
Experience
Prior to joining Professional Planning Group, Chris was a Vice President and Portfolio Manager at Mellon Private Wealth Management responsible for investment management and trust services to high net worth families, endowments and foundations. Previously, Chris held various research, product management, investment sales and marketing roles at The Boston Company, a global asset management firm, and its affiliate, Funds Distributor, Inc., both former associate companies of Mellon.
Education
Chris earned a Bachelor of Arts degree with honors distinction in Economics from Hobart College and is a graduate of New England School of Banking’s Trust and Estate Planning program at Williams College. He is a Chartered Financial Analyst® (CFA®) and a member of the CFA Institute. He holds the Series 7, 63 and 24 licenses as well as the Rhode Island Life, Accident, and Health Insurance Producer’s license. Chris has previously contributed to TheStreet.com and been quoted in The Journal Report, a monthly section of The Wall Street Journal dedicated to mutual fund investing.
Community
Active in the community, Chris most recently served on the Board of Trustees and was a member and Chair of the Finance and Investment Committees for the Memorial and Library Association of Westerly. He also served as a member of the Professional Advisory Group for South County Health.
Family
Chris lives in Wakefield, RI with his wife. They have three grown sons.
Hobbies
In his free time, Chris enjoys skiing, golf, fishing and spending time with his family.
