Senior Vice President, Investments
As a Financial Advisor with Moors & Cabot, Chris offers investment advice to working individuals and Florida retirees, many of whom have a common bond through the boating community. Chris began his career with Dean Witter in 1991 and joined Moors & Cabot in 1999.
The solutions Chris offers include reserve fund investing for community associations, conservative growth tactics, income-focused investments, wealth preservation strategies, and portfolio risk alignment. Chris makes the process of investing easy for clients through a defined, 7-step process.
Chris was an Adjunct Professor at Daytona Beach Community College focusing on adult education and finance. He has co-authored a book on investing association reserve funds for the Community Association Institute (CAI). In addition, Chris’ passion for the water and boating has carried throughout his life. He founded a company called “Lazy Bunz” that focuses on water-centric products and currently authors a resource website called “Lazy Locations”.
Chris resides in Sarasota, FL, along with his wife and two sons. He grew up in Wyckoff, NJ, spending summers on the Jersey Shore before moving to Florida after college. He received a BS in Marketing from Jacksonville University and has gained immense knowledge and appreciation through time spent with the Coast Guard.
Background and qualification information is available at FINRA's BrokerCheck website