Chris began at Summit Financial in February of 2022 as the Managing Director of Investments. Currently, he serves as the SVP, Chief Investment Officer, whereby his primary responsibility is to guide the tactical investment strategies for Summit’s clients. Chris utilizes his fixed-income expertise by providing customized portfolios and investment strategies tailored to each client’s specific needs. Additionally, he acts as the Investment Committee Chair.
Chris brings over 35 years of experience managing institutional assets. Most recently, Chris was the Senior Director of Investments at CareFirst BlueCross BlueShield. In his 6 years with CareFirst, he oversaw $5+ billion in corporate/retirement assets and the internal management of $1+ billion in fixed-income assets. Prior to this, Chris worked in investments at both Transamerica and BNY Mellon. As a Sr. Portfolio Manager with Bank of New York (BNY) Mellon, his team managed $140B+ in fixed-income assets and another $100B in equity allocations. Chris holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) accreditation.
Chris and his family moved from Boston, MA to Annapolis, MD in 2012. He and his wife, Yvonne, have three children who all work and reside in northern Virginia.
Chris began at Summit Financial in February of 2022 as the Managing Director of Investments. Currently, he serves as the SVP, Chief Investment Officer, whereby his primary responsibility is to guide the tactical investment strategies for Summit’s clients. Chris utilizes his fixed-income expertise by providing customized portfolios and investment strategies tailored to each client’s specific needs. Additionally, he acts as the Investment Committee Chair.
Chris brings over 35 years of experience managing institutional assets. Most recently, Chris was the Senior Director of Investments at CareFirst BlueCross BlueShield. In his 6 years with CareFirst, he oversaw $5+ billion in corporate/retirement assets and the internal management of $1+ billion in fixed-income assets. Prior to this, Chris worked in investments at both Transamerica and BNY Mellon. As a Sr. Portfolio Manager with Bank of New York (BNY) Mellon, his team managed $140B+ in fixed-income assets and another $100B in equity allocations. Chris holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) accreditation.
Chris and his family moved from Boston, MA to Annapolis, MD in 2012. He and his wife, Yvonne, have three children who all work and reside in northern Virginia.
