Director of Strategic Initiatives
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As the firm’s Director of Strategic Initiatives, Chris is tasked with developing, overseeing hand helping implement the various programs, initiatives and strategies that support the firms short and long term vision. Additionally, he will be co-heading the implementation of the client service experience.
Prior to joining Kimery Wealth Management in 2019, Chris worked alongside the CEO of a broker dealer/registered investment advisor, where he managed the firm’s portfolio accounting and client performance software. Additionally, Chris was tasked with helping developed and implemented strategies to recruit new advisors to that firm. Concurrently, Chris trained and maintained relationships with the firm’s advisors in utilizing the investing, performance and trading technology within their practices.
Prior to that, Chris was a portfolio manager for the Student Managed TVA Investment Portfolio and still engages with that group today. His responsibilities included managing the on-going analyzation of their holdings in the energy, telecommunications and information technology sectors.
Chris holds his B. S. in Business Administration with a Concentration in Finance from the University of Tennessee at Martin and holds the Series 7 and 63 licenses along with his insurance license.