
Chris has an MBA from Fairleigh Dickinson University and a Bachelor’s in Business Administration from Iona College. At Iona, Chris competed in the National College Fed Challenge, researching and presenting policy decisions of the Federal Reserve. He is securities and insurance licensed. Before joining the team, Chris was an equities and options trader at Advisor Group (formerly AIG) for 8 years. Advisor Group is one of the largest independent broker/dealer firms, and Chris brings extensive knowledge and experience of the financial advisory industry. He also worked in the banking industry. In addition to being a wealth management advisor, Chris's responsibilities include building and monitoring investment portfolio models that provide appropriate risk and reward profiles, with systematic review of investment selection and asset allocation. Chris is currently enrolled in the Certified Financial Planner® certification program at FDU.