By holding ourselves to the highest standards, we can best serve our clients.
As a Certified Financial Planner (CFP®), Chris helps clients make wise decisions on financial life planning and investment issues. Chris is the firm’s subject matter expert for financial planning in divorce situations. Chris has presented on this topic, testified as an expert witness, and appeared on CBS News and Princeton TV in interviews on financial planning in divorce.
As AEPG’s Chief Operating Officer, Chris is responsible for AEPG’s strategic direction and managing AEPG’s operational and administrative discipline. Chris believes in a culture of continuous improvement and developing a team with the most respected credentials to provide an outstanding client experience. He is also the Chief Compliance Officer and serves on the firm’s Investment Committee. Chris is a seasoned executive in the financial services industry with over 25 years of accounting, business and financial industry expertise. Prior to joining AEPG, Chris served as Chief Operating Officer with Geller Family Office Services and with Wealth Management at Jefferies & Company. Prior to Jefferies, he spent nine years in the Wealth Management group at Donaldson Lufkin Jenrette and its successor firm, Credit Suisse. Chris began his career at PricewaterhouseCoopers in audit and assurance.
Chris fosters a responsive, innovative and collaborative team environment that results in a culture of achievement and service excellence. “As our clients’ fiduciary, we sit on the same side of the table, finding the best solutions and helping them achieve their financial goals,” says Chris.
Chris received a BS in Accounting from Fordham University. He also received an MBA in Finance and International Business from New York University’s Stern School of Business.
Chris is a Certified Financial PlannerTM, Certified Public Accountant licensed in New York, and holds New Jersey Life and Health Insurance licenses. Chris passed Level I of the CFA exam in December 2011.
Chris served as Treasurer for the Summit Medical Group Foundation and volunteers for Men of Charity through Saint James Church in Basking Ridge. He enjoys skiing, martial arts, running and vacationing on Long Beach Island with his family.