Chris is responsible for the strategy and governance of the operating models for Connectus adviser firms, and promoting consistency in solutions around technology, process, and investments. Chris works directly with the operations and investment teams at Connectus lines of business, ensuring they are getting the most out of their existing resources and implementing new tools and solutions as necessary. He has oversight and responsibility for the Connectus investment platform and collaborates with each partner’s investment committee.

Prior to his current role, Chris was the COO of NEIRG Wealth Management and oversaw the integration of NEIRG into Connectus Wealth Advisers. Chris joined NEIRG in 2020 to manage all operating functions at the firm, including client service, operations, investment research, trading, and compliance. With close to 20 years of experience in the industry, Chris spent a decade with another Focus Partner Firm, SCS Financial in Boston, MA. During his SCS tenure, he built the firm’s trading and client advisory services teams, managed the private fund administration group, and sat on the firm’s risk and compliance committees. Chris began his career at J.P. Morgan Chase in mutual and hedge fund administration.

Chris is a CFA charterholder and received a BS in Finance from the University of Rhode Island. He is a member of the CFA Society of Boston and chairs the Investment Policy Committee for the Town of West Newbury. He is an avid surfer, skier, and runner when not chasing around his three young children.