A twenty-year veteran of the financial services industry, Chris has worked at some of the largest banks on Wall Street.  Prior to joining the executive leadership team at Independent Advisor Alliance and Blackbridge Financial as the Chief Investment Officer, he served as the CIO of a large, registered investment advisor with offices throughout North and South Carolina.  Chris is responsible for the strategic direction of investment management, development of client portfolios and investment selection.

Chris has spent many years learning about the markets, trading equities and equity derivatives, and studying asset allocation and portfolio management theory. His work with advisors allows him to combine his passion for investing with his desire to help clients pursue their financial goals. Chris is committed to helping clients better understand their financial goals and challenges and building lasting relationships.

Originally from New Canaan, CT, Chris now resides in Davidson, NC with his wife and three children. Chris is active in his community coaching Carolina Rapids soccer teams, participating in programs with the Lake Norman YMCA, volunteering at Davidson College events and other programs in the area.

Memberships 

CFA Institute

CFA Society of North Carolina

Hidden Talent 

Chris used to build trading systems by programming in Java and C.

Education 

Cornell University, School of Engineering, B.S. Computer Science 1997