Chris Candelaria

Chris Candelaria has a diverse work experience spanning various industries and roles. Chris began their career in 2002 at Banc of America Capital Management, LLC as the Vice President of Advisory Platform Operations and Trading. From 2003 to 2010, they worked at Natixis Global Asset Management, where they served as the Vice President of Platform Operations for Overlay Portfolio Management. Chris then joined BNY Mellon Beta & Transition Management as the Director and Head of Operations & Technology from 2010 to 2012. In 2013, they became the Vice President and Head of Managed Portfolio Services at MyVest. From 2014 to 2018, they worked at First Republic Bank Private Wealth Management as the Director of Wealth Management Digital Product Management. Chris then joined Loring Ward as the Vice President of Digital Product Management Solutions from 2018 to 2019. Chris then joined LPL Financial as the Senior Vice President of Advisor Experience & Continuous Improvement from 2019 to 2020. Currently, Chris is serving as the Senior Manager, OCTO (Outsourced CTO) at F2 Strategy starting from 2021. Throughout their career, Chris has demonstrated expertise in strategy development, technology implementation, operational management, and improving customer experiences.

Chris Candelaria holds an MBA in Business Administration from Saint Mary's College of California, which was obtained from 2006 to 2008. Prior to that, they completed a Bachelor of Science degree in Business/Economics from the University of Redlands from 1993 to 1997. Additionally, Chris has certifications in Series 63, Series 65, and Series 7 from FINRA, although specific dates of obtaining these certifications are not available.