As the Portfolio Manager for Progressive Financial Concepts, Chris is responsible for Portfolio Construction and Management, Investment Research, and Trading. Chris graduated with a Bachelor of Arts in Economics from Rutgers University in 2005. He has worked his entire professional career in the Financial Services Industry. His Investment Philosophy is distinguished by three core beliefs:
Having a solid understanding of our clients’ financial situation is the first crucial step to developing an investment strategy that will help allow our clients to reach their goals, by staying the course when it matters most.
An Investment recommendation should not be made lightly.
Identifying, monitoring and staying focused on long-term trends in the market is infinitely more valuable to our clients than making an emotional trade based on a short-term change in direction.
Chris began working with Progressive Financial Concepts in 2007 when he lived in Scottsdale, AZ with his then Fiancé. He married and moved to Los Angeles in 2010 and currently works out of his home office. He enjoys relaxing at the beach and hanging out with his 7 year old Goldendoodle, Isabelle. Chris is a resource that is almost always available to any client of Progressive Financial Concepts.
To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.