About Me
As a Private Wealth Advisor in our Rhode Island and Connecticut markets, Chris has over 17 years of experience working with high-net-worth families.
Prior to joining Citizens Private Wealth, Chris was with Rockland Trust as a Relationship Manager, where he was assigned with establishing and growing the Investment Management Group's Boston Office.
Chris earned his Juris Doctor (J.D.) degree from Suffolk University School of Law, cum laude, and his Master of Laws (LLM) in Taxation from Boston University School of Law. He graduated with a bachelor’s degree in Business Administration from the Whittemore School of Business and Economics at the University of New Hampshire.
Chris remains a member of the Massachusetts Bar Association and is a member of the Estate Planning Council of RI as well as a current board member for the Tomorrow Fund in Providence, RI.
He is married with three children, enjoys golf, and coaching youth sports.
Philosophy
No matter what stage of life you’re in, you have important financial questions. Finding the right answers can be a complex and time-consuming journey. Citizens Wealth Management® can help you navigate that journey – and your financial future. With a dedicated Wealth Advisor and a supporting team of qualified specialists, we can guide you in creating a comprehensive financial plan aligned to your unique situation and work with you to adjust that plan as your life changes along the way. Our process is collaborative and comprehensive, focused on the needs and goals of you, your family, and your legacy.
SERVICES AND SOLUTIONS
Advice From A Team You Can Trust
A dedicated Wealth Advisor will guide you through your financial journey. Plus, you’ll receive tailored advice from your team of knowledgeable professionals committed to understanding the needs and goals of you and your family.
Custom Financial Planning
Financial planning will be at the heart of your Citizens Wealth Management relationship. Your Wealth Advisor, a CERTIFIED FINANCIAL PLANNERTM professional,1 and other specialists will work closely with you to design a truly personal approach to your finances. And you’ll continue to receive individualized support to adjust your plan as your life evolves.
Premium Benefits
Citizens Wealth Management also provides access to premium banking benefits through your relationship with Citizens including a higher savings rate, more from your cash back credit card, access to special lending discounts, and more.2
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Private Wealth can help you stay on target with your financial goals.