Chris joined Wingate as an Associate Advisor in October 2017. His responsibilities include portfolio management, financial planning and client service. Prior to joining Wingate, Chris served as a Financial Planning Associate for East Coast Asset Management. Before East Coast, Chris was a Paraplanner at Boston Hill Advisors, a boutique financial planning and investment advisory firm.
Chris attended Bryant University where he graduated in May of 2012 with a B.S. in Business Administration with concentrations in Financial Services and Economics. Chris has his Series 65 license and is currently studying for the Certified Financial Planner™ designation. He enjoys playing basketball, hiking, and mountain biking with his dogs.