Chris is responsible for serving clients in the Atlanta office as well as being an integral piece of the execution of the firm’s portfolio management services. Prior to joining Diversified Trust, Chris served as a Senior Advisor Analyst with Convergent Wealth Advisors where he serviced clients and was responsible for customizing investment solutions to meet their needs and wealth objectives.
Chris earned a Bachelor of Science degree in Finance from the University of Virginia. In addition, he completed the Emory University program in Financial Planning and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He is also a member of the Investment Management Consultants Association and holds the Certified Investment Management Analyst (CIMA®) designation, completing the program administered by the Wharton School of the University of Pennsylvania.