In his work as a Portfolio Analyst, Chris is responsible for a wide range of tasks, including daily monitoring and tracking of client portfolios, generating client and regulatory reports and executing investment solutions for the firm’s family office client portfolios.
Whatever the daily task, Chris acts with an eye toward each client’s overall goals in order to provide them the best possible experience. Chris has successfully passed the Series 65 and is an Investment Adviser Representative (IAR).
Prior to joining TwinFocus, Chris served as a Senior Associate in the Private Equity Fund Services team within State Street Bank’s Alternative Investment Solutions group, providing day-to-day monitoring of his clients’ investments in private equity, including performance measurement and performance analysis, as well as regulatory support and fund accounting services.
Chris earned his B.A. in Communications from Boston College, where he served as an editor for the Marketplace section of The Heights, BC’s independent student newspaper.
Chris grew up in Lexington, Massachusetts and is a passionate Boston sports fan. He loves to travel, attend live music, golf and play hockey. He lives in Charlestown with his wife Angela.