Director – Private Client Group
Chris joined SCS Financial Services in 2004. As a Director on the Client Service team, he works with families to determine strategic portfolio allocation and construction, optimal cash flow planning, and portfolio risk management along with reviewing and strategizing about estate and tax planning strategies. Before joining SCS, Chris worked at State Street in the Portfolio Accountant and Performance Analyst. Chris earned a MS in Finance from Northeastern University and a BS in Finance from Syracuse University.