Chris Stone
Managing Director
Private Client Group
Boston, MA
As a Managing Director in the Private Client Group, Chris 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.
Chris is passionate about helping families feel confident in their financial decisions, knowing that clarity and conviction lead to stronger outcomes and the compounding of wealth across generations and market cycles.
Experience
- 20+ years experience serving ultra-high-net-worth families at SCS, joining the firm in 2004
- State Street, Portfolio Accountant and Performance Analyst
Education & Credentials
- B.S. in Finance, Syracuse University
- M.S. in Finance, Northeastern University
Beyond SCS
Chris lives in Milton, MA with his wife, Karen, their three children, Sabrina, Dorothy, and Wyatt, and their dog, Ruby. He enjoys spending summers on Cape Cod with his family.
