Chris is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Downtown Cleveland, Ohio.

Education, Licenses, and Certifications

  • Bachelor of Business Administration with a major in Finance from Xavier University
  • Series 79 — Limited Representative — Investment Banking and Series 63 — Uniform Securities Agent

Prior Experience

  • Research Analyst for Morgan Stanley
  • Research Intern for Northcoast Research

Professional and Community Involvement

  • Involved in the Association for Corporate Growth (“ACG”)
  • Advisor to the Xavier University’s student finance association