Chris has over fifteen years experience helping clients manage their assets and providing financial advice.  Whether it is directly managing a client’s portfolio, performing manager searches for a foundation, providing financial planning advice on budgets, compiling detailed performance reports on a client’s total portfolio, or answering myriad financial questions, Chris has the experience and credentials to make a difference.  Combined with a personal relationship built on trust, clients can be confident that they have a financial professional on their team. 
Ryan Investment Management
Merrill Lynch Wealth Management
NationsBank Private Client Group

VALUATION ANALYST

As a Valuation Analyst for four years, Chris became experienced in assessing the value of a company through in-depth analysis, financial modeling, and comparative valuation.  These skills translate today to better investment management and financial advice by being able to thoroughly understand the story behind the numbers.  
Ernst & Young Business Valuation Group
Deloitte & Touche Small Business Group

EDUCATION/CREDENTIALS

University of Colorado – Boulder, Colorado
Masters of Science, Accounting, 1989
Bachelors of Science, Finance, 1984

Certified Public Accountant (CPA) – Colorado, 1989
Chartered Financial Analyst (CFA) – 1994

Pitkin County Financial Advisory Board, Member
Association of Investment Management & Research, Member
Denver Society of Securities Analysts, Member
Married since 1987, three children