As Director of Private Investments, Chris is responsible for the oversight and coordination of due diligence of private investments. Chris is also a Senior Portfolio Manager and Senior Client Advisor and has spent his career analyzing investments and building portfolios for a wide range of clients. He is a member of the Investment Committee and Chair of the Alternative Investment Committee.
In his role as Senior Portfolio Manager, Chris utilizes his knowledge of investments to build a portfolio to best meet client’s long-term goals. Chris works with the Senior Client Advisors to continually evaluate client investments and progress towards their goals.
Chris graduated from Towson University with a Bachelor of Science degree. He earned a Master of Business Administration degree from the University of Maryland. Chris is a Chartered Financial Analyst (CFA®) charter holder, a member of The CFA Institute and the Baltimore CFA Society. He is past Board Chair of the Juvenile Diabetes Research Foundation Maryland Chapter, past Treasurer of St. John’s Parish Day School and currently serves on the investment committee of St. John’s Episcopal Church Ellicott City.
Prior to joining WMS Partners, Chris was the Chief Investment Officer and Portfolio Manager for Diversified Investments Management. Chris also served as a Principal and Portfolio Manager for Legg Mason Investment Counsel and Trust.
I would like my clients to view their wealth as an engine that powers their ability to reach their goals. The engine can go faster or slower and our job is to make sure it is reliable and continues to move the client towards their goals. The goals will change over time and so will their wealth.
I have two daughters that love to play soccer and I enjoy coaching and watching their games. It makes me happy to watch as they compete on the field and learn what it is like to be part of a team. I also enjoy travelling with friends and family to both new and familiar places, especially when I travel to an away Ravens game.