As CIO, Chris is lead investment strategist and director of research. Chris develops the firm’s core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest’s podcast, “Stock Talk,” available on the website with new episodes each week.
Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
Sign up to view 2 direct reports
Get started