Christopher

J.

Mahoney,
CIMA®

Managing Director

Team Leader, The Mahoney Group


I have a strong work ethic and I get personal satisfaction from a job well done. I love my job, I like working with clients and I have found a lot of satisfaction building our team. I enjoy our clients’ success and am very proud of the professional growth of my teammates and this unique team.

As the managing director and team leader of The Mahoney Group, Chris is the visionary who guides the continual evolution of the practice, uncovering new and better ways to serve our clients and provide our team with the tools and technology they need.

He has more than 35 years of experience in the financial services industry and brings much knowledge and insight to essential areas such as retirement planning, estate planning, wealth transfer, asset/liability modeling, portfolio construction and investment management. He is responsible for the management of the team, oversight of the investment portfolio, and the value proposition they provide to their wealth management and institutional clients.

Chris was named to the Barron’s Top 1,200 Advisors list in 2014 and 2015* and the Barron’s Top 1,000 Advisors list in 2010, 2011, 2012 and 2013.** He is a Certified Investment Management Analyst and member of the Investment Management Consultants Association.

Prior to joining Raymond James in 2015, Chris spent his entire career at Merrill Lynch. He earned a bachelor’s degree in finance from Iona College. Throughout his career, Chris has been active in serving the community. Positions he has held include board member of the Epilepsy Society of Southern New York; and executive committee member, fiscal committee chair and trustee of Dominican College.

A native of New York City, Chris lives in West Nyack with his wife, Kelly. They have four daughters, Kate, Megan, Aileen and Mary. In his free time, Chris enjoys reading, running, swimming and working out at the gym. An avid sports fan, he roots for the New York Giants, New York Yankees, Navy Football and local college basketball teams. He and his wife also enjoy watching their daughters’ dance and sports competitions. He is a member of Our Lady of Sacred Heart Church in Tappan, New York.

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*Source: Barron’s “Top 1,200 Financial Advisors,” DATE, 2017. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities.

**Barron’s annual ranking of the nation’s "Top 1,000 Financial Advisors" (changed to 1200 Advisors in 2014). Source: Barron’s “Top 1,000 Financial Advisors,” DATE, 2010, 2011, 2012 and 2013. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities.

These rankings may not be representative of any one client’s experience, are not an endorsement, and are not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for these awards/ratings. Barron’s is not affiliated with Raymond James.