Chris grew up in Buffalo, New York, where he met his high school sweetheart now wife, Jennifer. In addition to parenting their three daughters Lily, Cora and Lucy, Chris and Jen are both actively involved in the community and passionate about giving back. Outside of the business, their family devotes much of their time to organizations such as the AdoptTogether Foundation, Happy Trails for Kids, 716 Ministries, and East Aurora Revive.
Chris and his business partner, Julia Wiss, joined Raymond James in 2017 co-founding the Lumen Wealth Group. As CEO, his day-to-day role includes overseeing all investment and financial planning strategies for clients. Chris gained his broad-based financial services from his time at Waddell & Reed, Inc. and UBS Financial. It was his involvement with high net-worth clients and institutions that nurtured his approach to holistic wealth management.
Committed to establishing relationships with clients that are built on a foundation of integrity, Chris understands the power of working with a team. This is why he co-founded Noble Wealth Partners, Inc., which is a group of Advisors who share resources, reducing cost and enhancing our collective level of expertise. In a few short years, our team has expanded to 38 members and approximately $800 million in client assets under management.
Chris received his BSBA degree in Finance from Suffolk University in Boston, MA. As a former collegiate baseball player, it was on the field that he learned the importance of communication and teamwork – all of which fostered his strong work ethic and ability to build strong relationships. He views everyday as a new opportunity to enhance himself, his team, and those around him.
Philippians 4:5-8.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.
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