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Living Classrooms Rising Star Award 2017
Forbes Best-In-State Next-Gen Wealth Advisor 2023
Forbes Best-in-State Wealth Advisors 2024
AdvisorHub’s Advisors to Watch 2023
As a Senior Wealth Advisor and Principal at The Colony Group, Chris brings deep expertise in financial markets and investment strategy to the clients he serves. In addition, he performs ongoing portfolio analysis, asset allocation recommendations, and participates in investment research and due diligence for client of The Colony Group.
Chris served as a Senior Wealth Advisor and Director of Research of Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. He was also an institutional investment analyst for Cambridge Associates. Chris holds the Series 65 license.
Chris earned a Master of Business Administration in Finance from the University of Maryland and a Bachelor of Arts in Economics and Government from Georgetown University. He was recognized by The Living Classroom Foundation and Politico as a Rising Star in 2017 for his outstanding professional and personal achievements.
Chris began trading stocks through his private brokerage account while still in college, igniting his interest in investment management.
AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list.