A Wealth of Experience
Chris joined Baird in 2016 and brings over 22 years of industry experience to his clients. Starting his career in 2000 he got a firsthand look at challenging markets which drives his approach to investing philosophy. Chris received his CERTIFIED FINANCIAL PLANNER TM professional with expertise in investments and retirement planning in 2008. As a financial advisor, he takes a very proactive approach to helping his clients meet their goals by providing a high level, one-on-one experience. Prior to Baird, Chris worked as both a financial advisor and branch manager for Wells Fargo where he oversaw 30+ financial advisors and managed over $2 billion in assets. Chris attended Florida Atlantic University where he earned his Bachelor of Science degree.
Originally from Long Island, New York, Chris has spent the past two and a half decades living in Palm Beach County. He currently resides in Jupiter with his wife, Diana, and their three sons, Jake, Alex and Brock. In their free time Chris and his family enjoy spending weekends at their lake house in Lake Placid. Chris enjoys adventurous activities like riding his mountain bike, training in Brazilian Jujitsu, and Wake Surfing behind his boat.
Why Baird?
Chris is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.