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Chris is a certified financial planner, senior portfolio manager, vice president, and founding partner of The CC Group at Morgan Stanley of which he leads. As the managing partner of The CC Group, Chris works closely with corporate executives, business leaders, as well as successful individuals in the entertainment industry to help them grow and preserve their wealth, in an effort to achieve financial security. He understands the complexities and pressures they face, and helps them effectively manage their assets as their priorities and goals evolve over time.
Chris learned first-hand the power of investing from his grandfather who worked in the banking industry in Paris, France. As he watched the stock market rise and fall, his grandfather taught him how changes in the economy impacted the markets. He set out to become a financial advisor where he could educate clients about important financial concepts and techniques, helping them navigate the markets, while making a profound impact on the quality of their lives.
After graduating with honors and earning his B.S. degree in business from Skidmore College, Chris became a financial advisor at Morgan Stanley in midtown Manhattan. As a certified financial planner, he has a strong understanding of the major pillars that impact wealth, such as company savings plans, tax-efficient strategies, retirement, and estate planning. For his attention to detail, quality advice, and proactive service model, Chris was recognized as a Five-Star Wealth Manager by New York Magazine in 2016 and was named to Morgan Stanley’s prestigious pacesetter’s club every year since 2014. He was recently named to Forbes Magazine’s list of America’s Top Next Generation Wealth Advisors.
Originally from Chevy Chase, MD, Chris now calls NYC's lower east side his home. In his free time, he enjoys skiing, golfing, jazz piano, sculpture, and traveling to Europe to visit family. He is a member of the charitable organization, Children International.
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