Chris is Managing Principal and CEO at Greenline Wealth Management. With over 10 years of financial services experience, he has a strong understanding of all aspects of personal financial planning, investment management, and corporate retirement plans.
Prior to starting GWM, Chris held various investment-related positions with JPMorgan Chase and American Funds across the Midwest. His primary responsibilities have been focused on investment management, institutional asset management, and corporate retirement plan services. Chris takes a client-centered, objective, and communicative approach with both individuals as well as business clients to help them define, pursue, and attain their financial goals. Chris is committed to acting in his client’s best interests while maintaining the highest standards of both care and competency.
As a member of the College For Financial Planning, Chris holds the designation of Chartered Retirement Planning Counselor® and is licensed as an investment advisor representative. He received his Bachelor of Science in Business from Bowling Green State University. During his time there he was a member of the BGSU Varsity Baseball team.
Outside of work, Chris is enjoys spending time with family and friends, playing golf, participating in competitive sports, and traveling. A native of Cleveland, Ohio, he currently resides in Boca Raton, Florida.