Chris has over two decades of experience in the financial services industry, with a career spanning institutional trading, financial technology and wealth management. He is known for delivering sophisticated strategies with a deeply personal, client-first approach.

Chris specializes in serving high-net-worth individuals, families and institutions, helping them navigate complex financial decisions with clarity and confidence. He specializes in portfolio construction, risk management and long-term financial planning, and is able to translate institutional-grade insights into tailored strategies for individual clients.

Before transitioning into wealth management, Chris held senior leadership roles in institutional equity trading and financial technology. As co-founder of DecaData Corporation, he built an alternative data business from the ground up, partnering with some of the world’s most sophisticated hedge funds and asset managers. Earlier in his career, he served as head of west coast electronic sales at ITG (now part of Virtu Financial), overseeing $45M+ in client-driven revenue and leading strategic initiatives with top institutional investors.

Clients value Chris for his integrity and strategic thinking. He takes pride in building long-term relationships grounded in trust, transparency and performance. He helps clients pursue their goals, whether preserving generational wealth, planning for retirement or managing liquidity events.

Outside of work, Chris enjoys golf, traveling and spending time outdoors. He is actively involved in his community as a volunteer varsity assistant football coach and through service with local nonprofit organizations. Originally from Champaign, Illinois, Chris has called San Francisco home since childhood, where he lives with his wife, Christina. Together they have two daughters, Alyssa and Chiara.

Chris holds a bachelor’s degree from the University of California, Santa Barbara, and maintains Series 7 and 66 licenses.