Over 35 Years of Experience | Portfolio Engineering and Fund Optimization Expert

Chris is a partner and founding team member. As Executive Vice President, his responsibilities include manager due diligence and evaluation, investment research, portfolio and risk management. Chris also oversees quantitative analytics and internal technology development. Chris has made significant contributions to the firm as the original engineer of our proprietary systems and technology platform.

While at Northern Trust Global Advisors, he was a Vice President of Research, with responsibility for developing fund structures, executing manager due diligence, and manager database research. Chris is a member of the Investment Committee and Compliance Committee.

Prior to his tenure with Northern Trust, he was Senior Vice President and Deputy Chief Investment Officer at Progress Investment Management Company. Many of the proprietary techniques employed by both firms can be attributed to his expertise. Chris began his investment career at Callan Associates where he held management positions in product development, database management, and asset-liability consulting.

Chris earned his Master of Business Administration, Master of Science (Engineering), and Bachelor of Science degrees in Engineering from the University of California at Berkeley. He is a CFA Charterholder, and a member of the CFA Institute and the San Francisco Security Analysts’ Society.