Associate Wealth Advisor
Chris began his career in financial services in 2018 and joined Private Asset Management/Mercer Advisors as an Associate Wealth Advisor in September 2023. Previously, he was an Investment Associate at Fiduciary Trust International in Radnor, Pennsylvania, focusing on portfolio management and guiding high-net-worth clients through all stages of their wealth management journey. Chris is a Chartered Financial Analyst® and a graduate of the University of South Carolina. He resides in San Diego and enjoys spending time outdoors, traveling, and rooting for his hometown Philadelphia teams.
Phone: (858)-750-4200