Interchange Capital Partners
Chris Duerr, CFA, CFP®, currently serves as the Managing Director of Investment Management at Interchange Capital Partners, a position held since June 2020. Previously, Chris held the role of Senior Director-Investments at UBS from April 2013 to June 2020, contributing to both The Business Transition Group and The Baum Consulting Group. Prior experience includes serving as a Financial Advisor at MassMutual Financial Group from April 2010 to April 2013. Chris holds a Bachelor of Arts in Economics and a Bachelor of Science in Business Administration with a focus on Marketing, both obtained from the University of Pittsburgh.
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Interchange Capital Partners
Interchange Capital Partners is a family business advisory firm dedicated to consulting and strategy development for family-owned businesses to assist them in navigating the complex interchanges between themselves, their families, their businesses, and their ownership. With decades of experience, we specialize in helping families and businesses understand where they are today and create comprehensive plans for their future. This involves providing them with the clarity, understanding, and action needed to achieve their goals. By leveraging internal and external expertise, Interchange Capital Partners enhances planning, governance, risk management, and overall strategic direction for family-owned businesses, ensuring long-term sustainability and success. Our singular objective is to help our business owner clients fulfill their aspirations and dreams for their families, their businesses, and their legacies. To learn more about Interchange Capital Partners, visit https://interchangecp.com