Christopher DeFelice, AIF

Christopher advises high-net-worth and ultra-high-net-worth individuals and families, helping them navigate complex financial decisions with clarity, structure, and intention. His clients span multiple life stages—from early-career professionals to legacy-focused families—each seeking personalized solutions that integrate capital growth, income needs, risk management, and long-term planning.

As Managing Director—Investments, Christopher holds the Private Wealth Financial Advisor title—awarded to a select group within Wells Fargo Advisors serving the firms most sophisticated clientele—and the Accredited Investment Fiduciary® designation. Recognized by Forbes as a Top Next-Gen Wealth Advisor in 2021 and 2022, he brings nearly two decades of wealth management experience from institutions including JP Morgan and Morgan Stanley.

Christopher earned a B.B.A. in Finance from Loyola University’s Sellinger School of Business and Management. He splits time between New York and Florida. A licensed race car driver and instructor, he’s also passionate about boating, fishing, snowboarding, and spending time outdoors.

2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). 

2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 

See disclosures: www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

Kathleen is dedicated to building strong, trusted relationships with clients, taking the time to understand their individual needs and ensure seamless execution at every step. Calm under pressure and highly detail-oriented, she thrives in the team’s fast-paced environment—delivering outstanding client service with professionalism and care.

She brings a financial services background that dates to 2008, including a role as Vice President of ETF Sales/Trading at a global bank. This experience gives her deep knowledge of equity markets and operational strategy. As a Vice President and Client Performance Analyst on the team, Kathleen acts as a service concierge—efficiently managing tasks such as account openings and transfers while upholding the team’s standard of personalized, high-touch service.

A former Division I lacrosse player, Kathleen earned a B.A. in English from Villanova University and holds FINRA Series 7 and 66 securities registrations. A Long Island native, she lives in Port Washington with her husband and three daughters.