Chris joined Wells Fargo Advisors in September 2015 and has built a specialized advisory business focusing on high net worth individuals and families.  He works to execute holistic, investment strategies for his clients.  In addition, as a Wells Fargo Advisors client, Chris can provide you access to Wells Fargo Affiliate products and services such as Wealth Planning, Private Banking, Trust Services, and Insurance, as well as various customized and more traditional lending products.

Chris has a Master of Business Administration, with a concentration in Finance, from the Wharton School.  In addition, he earned a Master of Arts in International Studies, with an emphasis in Latin America, from the University of Pennsylvania via the Lauder Program.  He is a CFA Charterholder and is FINRA series 7 and 66 registered.  He earned his BS in International Business and Economics/Finance from Barry University.

An Ohio native, Chris and his wife Iana reside in Boca Raton with their three children J.R. (9), Ace (7) and Zena (2).  He sits on the Advisory Board of Barry University’s Student Managed Investment Fund.  In his free time, he is a competitive US Masters swimmer.