As the Portfolio Manager for Progressive Financial Concepts, Chris is responsible for Portfolio Construction and Management, Investment Research, and Trading. Chris graduated with a Bachelor of Arts in Economics from Rutgers University in 2005. He has worked his entire professional career in the Financial Services Industry. His Investment Philosophy is distinguished by three core beliefs:
- Having a solid understanding of our clients’ financial situation is the first crucial step to developing an investment strategy that will help allow our clients to reach their goals, by staying the course when it matters most.
- An Investment recommendation should not be made lightly.
- Identifying, monitoring and staying focused on long-term trends in the market is infinitely more valuable to our clients than making an emotional trade based on a short-term change in direction.
Chris began working with Progressive Financial Concepts in 2007 when he lived in Scottsdale, AZ with his then Fiancé. He married and moved to Los Angeles in 2010 and currently works out of his home office in Durham, NC. He loves to spend time with his wife Theresa and their two children Aiden and Emma.