Partner / Financial Advisor / Portfolio Manager
Chris joined Ridgecrest Wealth Partners as a partner in 2021, bringing 16 years of financial services experience, working with a diverse set of clients. He started his career in 2005 with the investment manager Franklin Templeton in San Mateo. Over the next decade, Chris worked with institutional and ultra high net worth clients, advising them on investing across a broad set of asset classes from private equity to impact investments. In 2019 Chris joined Morgan Stanley where he was a Vice President and Senior Portfolio Manager in their Wealth Management division.
His background enables him to provide thoughtful insights across all asset classes, and tailor portfolios based on his clients specific needs and priorities. He focuses on helping clients navigate their financial lives and recognizes that every client is unique and therefore needs a customized solution to achieve their goals.
Chris graduated from the University of Southern California in 2004 where he studied corporate finance and was a member of the swim team, specializing in the butterfly and individual medley events. Chris and his wife, Caroline, live in San Francisco with their young daughter.
Education, Licenses, and Certifications
- BS Business Administration and Corporate Finance, University of Southern California – 2004
- Series 7, 66