As a Senior Wealth Advisor and Principal at The Colony Group, Chris brings deep expertise in financial markets and investment strategy to the clients he serves. In addition, he performs ongoing portfolio analysis, asset allocation recommendations, and participates in investment research and due diligence for client of The Colony Group.
Chris served as a Senior Wealth Advisor and Director of Research of Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. He was also an institutional investment analyst for Cambridge Associates. Chris holds the Series 65 license.
Chris earned a Master of Business Administration in Finance from the University of Maryland and a Bachelor of Arts in Economics and Government from Georgetown University. He was recognized by The Living Classroom Foundation and Politico as a Rising Star in 2017 for his outstanding professional and personal achievements.
Chris began trading stocks through his private brokerage account while still in college, igniting his interest in investment management.