Chris serves as the team’s leader, establishing its vision and direction, as well as its chief investment officer. He is dedicated to helping clients build their wealth and transfer their legacy to the next generation through tailored asset management strategies. Chris focuses on equity and fixed income management, research, and trading, and he oversees two proprietary equity portfolios.

With more than 35 years of providing investment advice to successful individuals, hedge funds and other institutional clients, Chris brings extensive knowledge and leadership experience to the team. Before joining Wells Fargo Advisors, he worked at Kidder Peabody, Donaldson, Lufkin & Jenrette (DLJ), and Credit Suisse Private Banking. Chris earned a B.A. in economics and management science from Duke University, followed by an M.B.A. from the Wharton School at the University of Pennsylvania.

Chris divides his time between Greenwich, Connecticut, and Palm Beach, Florida. Outside the office, he enjoys golfing, boating, and spending time with his family, and he is active with the Knights of Columbus.

Bill utilizes his background as a former trusts and estates attorney (non-practicing) and wealth planning leader to deliver a comprehensive wealth planning approach that integrates strategies for retirement, estate needs, generational planning, cash flow, and philanthropy. He designs a road map for pursuing their long-term goals, which helps give them confidence that they and their families are well positioned for financial success.

Although he no longer practices, he uses his legal knowledge to inform his recommendations and works collaboratively with clients’ estate attorney in the wealth planning process.  Additionally, Bill ensures that clients have access to the team’s resources for financial literacy and helps them enhance their understanding of complex topics as he guides them through decisions at various milestones in their lives.

Since 2011, Bill has worked at Wells Fargo in a variety of roles, wealth planning strategist and most recently, regional wealth planning manager for the Northeast.  Bill earned a B.A. in history from Hamilton College and a J.D. from Fordham University’s School of Law.

Bill lives in Armonk, New York, with his wife, Stacey, and their daughters, Jane and Eliza, who are both in college. In his free time, Bill enjoys traveling with his family, cooking (especially barbecuing), and watching sports. He also appreciates giving back to his community and is a past president and board member of Mount Kisco Child Care Center.

Wells Fargo Advisors does not provide tax or legal advice.

Chris is a CERTIFIED FINANCIAL PLANNER^® professional and a Certified Investment Management Analyst. He provides wealth planning, customized portfolio construction, and dynamic investment management strategies. He enjoys building long-term relationships with clients and serving as their advisor and advocate as they navigate the complexities of each phase of their financial lives.

In addition, he is experienced in retirement plan consulting that focuses on offering fiduciary protection to employers and retirement readiness to employees.

Prior to joining the team in 2022, Chris worked as a financial advisor at Raymond James for seven years and previously spent almost four years as a senior vice president at Criterion Management, a financial advisor recruitment firm. Additionally, he has earned the CFP® and CIMA designations and Accredited Investment Fiduciary to further grow his industry knowledge. Chris graduated from Binghamton University with a degree in economics.

Chris is originally from Ossining, New York, and currently lives in Stamford, Connecticut. Outside the office, he enjoys spending time with his daughter, Maeve, climbing, hiking, and appreciating nature. He is active in civic and community organizations and belongs to Rotary International.

Michael manages the trading and execution functions of the team. In addition, he leads our support effort which assists clients in addressing a wide range of investment, and banking needs, such as resolving account issues, clarifying investment questions, and coordinating transactions. He values the opportunity to build meaningful relationships with clients and interacts daily with customer support. 

Michael has worked as a Senior Registered Client Associate with Wells Fargo Advisors since 2016. Previously, he spent six years at Merrill Lynch as a Registered Client Associate. Michael has earned the Series 7 and 66 securities registrations, and he graduated from St. John’s University with a B.A. in finance.

A native of Westchester, New York, Michael continues to live in the community with his wife, Dara, and son, Jackson. Outside the office, he enjoys spending time with his family, attending his son’s mixed martial arts competitions or just having fun together. Michael is an avid sports enthusiast and likes to stay active, and he relaxes by watching movies and TV.

Matthew helps clients with administrative work, such as new account openings, account transfers, required minimum distributions, beneficiary updates, and money transfers, and he seeks to make these processes run smoothly. Additionally, he is responsible for various aspects of investment operations and trading. Matthew enjoys developing relationships with clients while serving as a problem solver for the team’s financial advisors, and he strives to be dependable to both clients and colleagues alike. 

Prior to joining the team in 2022, Matthew worked as an assistant billing supervisor at ICON International for four years. He holds the FINRA Series 7 and 66 registrations and a bachelor’s degree in business from Iona College.

Originally from Mamaroneck, New York, Matthew lives in North White Plains with his wife, Michelle. In his free time, he enjoys going to the gym, playing fantasy football, watching sports, movies and TV shows, and reading books. Matthew is a first-generation American with family from Argentina and Portugal. He is fluent in English, Portuguese, and Spanish and travels to Portugal regularly.

Lori provides operational and administrative support to the team's financial advisors and plays an integral role in helping deliver a high level of service to clients. She assists with a wide range of brokerage and advisory account activities, including account openings, transfers, money movement requests, account maintenance, annuity and insurance processing, alternative investments, and documentation requirements. Lori works closely with advisors, clients, and internal business partners to help ensure requests are handled accurately and efficiently.

Working alongside Senior Registered Client Associates Michael Tutino and Matthew Barreto, Lori helps support the team's client service and operational efforts by facilitating account servicing, coordinating complex requests, and helping ensure a seamless experience for clients and advisors.

Lori enjoys being a resource to the team and helping coordinate complex operational matters. Known for her attention to detail and strong organizational skills, she is committed to supporting advisors and facilitating seamless client experience.

Lori is based in Palm Beach, Florida, and takes pride in helping the team meet the evolving needs of clients while striving to ensure operational processes are completed effectively and in accordance with firm requirements.