Chris joined Crestwood in 2021 and serves as a Portfolio Manager.
Chris brings over a decade of experience in portfolio and wealth management along with the CFA & CFP® designations. Prior to joining Crestwood, Chris was with Stamford based RZH Advisors, an independent wealth management firm offering wealth management services to affluent individuals where he held various investment related roles, most recently leading the firm’s efforts in portfolio construction, research, and trading. Chris will work closely with Crestwood clients to construct and implement appropriate investment portfolios and help clients achieve their financial goals.
Chris grew up in Southern California and attended New Mexico State University where he received a scholarship to play on their Division 1 baseball team. During his tenure he was placed on the Brooks Wallace Watch List, a preseason nomination given to the nation’s top college baseball players. He graduated with a Bachelor’s degree in Finance with Honors and earned several academic awards including the Peter Wichert Award which is given to a top graduating finance student.
Chris, his wife, and their new baby boy now reside in Stamford and enjoy traveling, hiking, biking, concerts, and stand-up comedy.