I help clients understand the risk within their portfolio and how management of that risk can relate directly to their overall success.
Chris is a key member of AEPG’s investment team and oversees the management, trading, and re-balancing of client portfolios. He also monitors the performance of all investments and funds used in the firm’s portfolios, including measuring performance of the firm’s investment models through attribution analyses and identifying sources of outperformance and underperformance relative to benchmarks. Chris also conducts investment manager fund due diligence and also oversees the relationship with the firm’s third-party investment and operations partners to ensure proper account reconciliation. Chris is a member of the AEPG Investment Committee that sets the direction for the firm’s investment philosophy and strategy. Chris has an expertise in closed-end funds, both primary and secondary structured investments, and risk management option strategies.
Chris previously worked at Blue Bell Private Wealth Management, a boutique RIA outside of Conshohocken, PA. As a key member of the Investment Committee, he was responsible for overseeing the firm’s investments and client portfolios. He was also responsible for the daily trading and allocation of those securities to the individual clients. He was also in charge of modeling the firm’s investments, writing market commentary and financial planning articles, and portfolio and security performance reviews.
Chris earned his B.S. in Finance at Saint Joseph’s University. He is a CERTIFIED FINANCIAL PLANNER™ professional and hold his Series 65 License. Chris enjoys golfing, traveling, cycling, reading, and spending time with his friends and family.