What Markets Expect From President Trump
Policy action is needed for the rally to continue.
This includes not only investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor InstituteSM. Chris offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.
Chris has been with OppenheimerFunds since 2007. Prior to joining OppenheimerFunds Chris worked as a Regional Marketing Director at Putnam Investments where he began his career in 1995. Chris holds a Bachelor of Science in Business Administration from Southern Connecticut State University.
Chris holds the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association as well as the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. He also holds Series 7 and 63 as well as Life, Health & Disability Insurance licenses. In his spare time, Chris enjoys outdoor activities and spending time with his family. Chris is also a 2- time Ironman triathlon finisher.
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