Chris specializes in investment management consulting for affluent individuals and families. He joined RWA Wealth Partners upon its acquisition of Kobren Insight Management (KIM) in 2011. Prior to joining KIM in 2009, Chris worked at Fidelity Investments in both San Francisco and Boston, most recently as the director of executive services, educating and guiding corporate executives on equity compensation exercise strategies. In 2023, he was honored in Boston magazine for the 11th time as a Five Star Wealth Manager. Chris earned his B.A. from Saint Michael’s College and his MBA from the University of San Francisco. He got his start in the financial services industry in 1997. He has received the Chartered Retirement Planning CounselorSM designation and the Chartered Financial Consultant® designation.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.