Wealth Planner
Chris is a Wealth Planner for Bragg Financial Advisors. In this role, Chris prepares retirement and cash flow studies and helps clients with financial planning decisions.
Before joining Bragg Financial, Chris spent six years at M&T Bank in Buffalo, New York, primarily focusing on liquidity risk management. Prior to that, he worked as a client service associate at Ayco, a Goldman Sachs company specializing in Private Wealth Management.
A native of Albany, New York, Chris earned his Bachelor of Science in Finance from Siena College, where he was a member of the baseball team’s 2014 MAAC Championship-winning season. He later earned his MBA with a concentration in Finance from the University of Maryland and is a Chartered Financial Analyst (CFA) charterholder.
Chris and his wife, Mariana, recently moved to the Charlotte area with their goldendoodle, Toby. An avid Yankees and New York Jets fan, Chris enjoys attending sporting events, traveling, and spending time outdoors with family and friends. When he’s not watching sports, he and Mariana enjoy exploring the city and discovering new restaurants around town.
Responsibilities
- Wealth Planner
Education & Professional Experience
- BS in Finance, Siena College
- MBA Finance, University of Maryland
- CFA – Chartered Financial Analyst
Experience
- 8 years industry experience
- First year on Bragg Team
- M&T Bank – Vice President
- Goldman Sachs, The Ayco Company – Client Service Associate
Outside Interests
- Cheering on the Yankees and NY Jets
- Traveling
- Spending time with family and friends