Chris is the most worldly of the group. While born just outside of Denver, he has lived in San Francisco, New York, and Zurich. Much of his school years were spent in the United Kingdom. Chris’ financial work history started at Berenberg Bank in London continuing to EQ Investors and Woozle Research. All were focused on detailed securities analysis and financial modeling. At Dividend Wealth Advisors, Chris spends his time doing in-depth securities research for the Rising Dividend Portfolio along with developing “Special Situation” stock investments for our clients. He also assists with portfolio management.

Chris came to DWA via Chicago where he finished up an advanced designation in Investment Banking, Structured Fixed Income Portfolios and Financial Modeling at the Illinois Institute of Technology. Prior to that he achieved his undergraduate degree at Oxford Brookes University in the UK followed by a Master of Science in Investment Management (Merit) through the Cass Business School in London. In the portfolio management business, the pinnacle of success is achieving the Chartered Financial Analyst (CFA®) designation. Chris was awarded that designation in 2024. We’ve all learned not to question the depth of Chris’ technical and financial knowledge.

Outside of work Chris is an accomplished skier. He enjoys reading and exploring the markets. While he’s very easy with a laugh, his bad moods usually come from another disappointing performance from his highly rated England Rugby team.