Managing Director



Chris has been in the financial services industry since 1982 and joined Raymond James in 2015. His areas of focus include retirement planning services, estate planning services, wealth transfer, portfolio construction and investment management. Barron's* named Chris to its Top 1,200 Advisors list for 2014 and 2015, and to its Top 1,000 Advisors list in 2010, 2011, 2012 and 2013. Chris holds a bachelor's degree in finance from Iona College. He also holds the Certified Investment Management Analyst® (CIMA®) designation. He serves as a member of the executive committee and a trustee of Dominican College, and is the former chairman of the fiscal committee at the college. Chris, his wife Kelly, and their four daughters, Kate, twins Megan and Aileen, and Mary, reside in West Nyack, New York.

*Barron’s ranks advisors according to assets under management, revenues generated by advisors for their firms and quality of practices. The publication examines regulatory records, internal company documents and extensive questionnaires filled out by the advisors themselves.


Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.