Focus Areas
Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Risk management planning
corporate benefit planning
Client Specialty
Executives
Family Enterprise
Retirees
Venture Capital Partners
Recognitions
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2020-2023)
Community
Little League Coach, Youth Lacrosse Coach
As a Senior Wealth Advisor and a Principal of The Colony Group, Chris assists high-net-worth families and individuals efficiently orchestrate all aspects of their financial lives, including but not limited to, protection and sustainability planning, asset management, income tax and estate planning. Chris communicates with clients regularly, with the main priority being to simplify their lives so that they may focus their attention on family, friends and business.
Before joining the firm, Chris was an Associate Wealth Strategist at US Trust, Bank of America Private Wealth Management and prior to that he was with The Ayco Company, L.P. At both organizations Chris provided wealth management services to corporate executives, high net worth individuals and their families. Chris specialized in working with executives at both very large Fortune 1000 companies as well as smaller, privately held companies. Drawing on his experience, Chris works with companies to introduce corporate level sponsored financial counseling programs for the executives and key employees thus allowing for more productive and efficient use of the most valuable commodity – time.
Chris earned a Bachelor of Science in Marketing and minored in Economics at Plymouth State University. He continued on at Plymouth State to earn an MBA with a concentration in Investment and Finance. Chris is a CERTIFIED FINANCIAL PLANNERTM professional.
Chris’ personal time is spent primarily with his wife and son. Together, they enjoy being involved in the community through youth sports programs and volunteering at various charitable organizations. When they are able to get away, they generally keep very active in outdoor activities including hiking, biking, and golf with extended family and friends.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.