Chris has over 15 years of experience in the investment management industry. He joined Canandaigua National Bank & Trust’s Wealth Strategies Group in 2013 as Vice President and Investment Officer. In this role, Chris manages portfolios for high net-worth, trust, and institutional clients, guiding them through the process of identifying personal objectives for wealth management, and developing appropriate investment portfolios and strategies to help meet those goals.
Chris spent 12 years at Cobblestone Capital Advisors, LLC in various trading, analyst and portfolio management roles. In October 2011, he left Cobblestone to co-found Canal Front Capital Management, LLC, where he served as portfolio manager and managing member of the firm.
Chris earned his B.A. in Finance from the University of Kentucky, and an M.B.A. from the University of Rochester William E. Simon School of Business. Chris is on the membership committee of Monroe Golf Club and is an affiliate member of the CFA Institute and the CFA Society of Rochester. He and his wife live in Pittsford with their two young children.
This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.