Joined Curi Capital
April 2014
Education
- BS in Finance, Indiana University
Accreditations
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- CFA Institute, Member
- CFA Society Chicago, Member
- Greenhouse Scholars, Mentor
- North Community YMCA Youth & Teen Enrichment Center, Board Member
Previous Experience
- HSBC North America Holdings, Inc, Senior Analyst, Financial Graduate Development Program
Bio
Chris is a Partner and Senior Wealth Manager, leading RMB Capital’s Minneapolis Wealth Management Office. In addition to a relationship manager, Chris oversees a team responsible for delivering customized investment management and financial planning services to a diverse range of high and ultra-high-net-worth families. Prior to RMB, Chris held various roles at HSBC, finishing on a team responsible for the marketing and sale of legacy HSBC Finance Corporation assets to banks and private equity across the United States.
Chris received his BA from Indiana University, is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Beyond spending time with his wife and 3 kids, Chris serves on the board of North Community YMCA Youth & Teen Enrichment Center and is a member of the YMCA of the North Investment Committee.