Portfolio Manager
Chris has been with Compass since 2017 and brings extensive experience in the financial industry, having worked in the field since 2015. At Compass, he plays a key role on the investment committee, which manages both equity and fixed-income portfolios. Chris specializes in investment strategy and implementation, addressing both individual and institutional needs. He collaborates with clients to create tailored financial plans, believing that a well-structured investment portfolio is central to any sound financial strategy. Chris also coordinates with a network of experts in accounting, legal, and insurance to ensure the best possible outcomes for his clients. He takes pride in crafting effective solutions for clients at every stage of life.
Before joining Compass, Chris gained valuable experience in wealth management with Wells Fargo Advisors, Mutual of Omaha, and Associated Financial Group. He holds a B.S. in Finance and Economics from Augsburg University, where he graduated Summa Cum Laude. Chris is a member of the CFA Society of Minnesota and has earned the Chartered Financial Analyst designation. Outside of work, he enjoys exploring how the world works, is passionate about hockey and golf, and loves spending time with his wife, Anna, and their rescue pit bull, Misha.