Chris has worked as a Financial Advisor since 1991. By focusing on each investor’s specific needs, he builds, manages, preserves, and transitions wealth that helps clients reach their financial goals.

Chris is the Managing Director - Investments of the Haera Investment Group Profit Formula Branch of Wells Fargo Advisors.

Chris is a PIM Portfolio Manager. This designation allows him to customize portfolios based on an active approach to asset allocation. As a Portfolio Manager, he can make investment decisions on your behalf and provide a high level of personal service. This is done to seek long-term growth of capital in a diversified portfolio made up of investments such as cash alternatives, stocks, exchange traded funds, equity wrap unit investment trusts, select closed end funds, and mutual funds. The PIM Program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Chris has been a Platinum Council Advisor from 2011-2022. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Before joining Wells Fargo Advisors in 2001, Chris was Vice President-Investments and Branch Sales Manager for UBS PaineWebber. He earned a Bachelor’s Degree in Business Administration from Pace University.

His mission is to provide every client with targeted, comprehensive financial advice delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to his involvement with various organizations in the local community.

 

·         Current member and past President of the Rotary Club of Nyack

·         Founder and Chairman of the Rotary Club of Nyack “Cover to Cover” Education Program and a Paul Harris Fellow

 ·         Current volunteer with Junior Achievement of the Hudson Valley

·         Founder and past Manager of the Police Athletic League Piermont Yankees Travel Baseball Team

·         Past Board Member and Manager of the Nyack Valley Cottage Little League

·         Past Coach for the Orangetown Mighty Midget Soccer League

·         Former Board Member of the Nyack Chamber of Commerce

·         Former President and current Advisory Board Member of the Amazing Grace Circus

 

Away from the office, Chris enjoys sports, music, travel, and spending time with his family.

Chris and Heather have been married since 1996. They have two children; Anthony, 23, graduated from New York University, and Jenni, 21, attends the University of Miami.

Heather began her career at UBS PaineWebber in 1993 and moved to Wells Fargo Advisors in 2001.  She has advanced from Sales Assistant to her current position as Senior Registered Client Associate. Heather has been recognized a Wells Fargo Advisors Platinum Council Client Associate.*  The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. Heather has been active in the Nyack Central school District. She is a former PTA President and former Nyack PTA Parent Council President and volunteer with Junior Achievement of the Hudson Valley. She is a current member and former President of the Nyack Rotary and a Paul Harris Fellow. She is the Rotary Interact Advisor and the Rotary Youth Leadership Awards Advisor for Nyack High School.  She is the Literacy Event Coordinator for Liberty Elementary School for the Nyack Rotary Club.  Her primary responsibilities include special projects and marketing.

Heather received her Bachelor's Degree in Education from Empire State College. She enjoys traveling, and spending time with her family.

Heather and Chris have been together since 1990. The Haera family currently resides in Valley Cottage, NY.

 

*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.