Marstone
With a focus on transformation through collaboration, Chris brings his experiences from over a decade in investment management and financial technology industry where he managed individual and institutional accounts at A.R. Schmeidler & Co., a $1.5 billion investment management company, along with other stints in banking and research. He holds a Bachelor of Science in Business Administration from the University of Richmond and received his MBA from the Darden School of Business at the University of Virginia. Chris is also a CFA Charterholder.
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Marstone
Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by Marstone, enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.