Chris is responsible for preparing detailed quarterly investment performance and modeling reports for clients using data analysis tools and a vast universal research database of mutual funds and other investments. He produces meaningful, easy-to-understand dashboard reports which assimilate investment holdings, so clients are able to see what they own, what they are earning, and what they are paying in fees. He also provides clients with performance benchmark comparisons so clients are able to compare their investment performance to different asset class benchmarks.
Chris earned a Bachelor of Science in Accounting from Northeastern University, graduating with Magna Cum Laude honors. He is a husband and proud dad of two high-energy children. He is a baseball coach for Hopedale Youth Baseball, which allows him to spend valuable, quality time with his son while teaching the youth of Hopedale the fundamentals of our great American past time.