Chris has worked with many of the nation’s top companies as a retirement plan consulting specialist for both qualified and non-qualified plans since 2008. He leads Procyon’s Investment Analyst group and helps clients understand how analytics, retirement plan design, and fiduciary best practices can improve employee retirement outcomes and mitigate organizational risk.
Prior to co-founding Procyon, Chris served as a Senior Wealth Strategist, Institutional Analyst, and Senior Retirement Plan Consultant for the FDG Group at UBS and was a member of the firm’s Institutional and Retirement Plan Consulting Groups.
Chris earned a B.S. degree in Finance and a B.A. degree in Political Science from the University of Connecticut and holds the Certified Investment Management Analyst (CIMA) and Chartered Retirement Plans Specialist (CRPS) designations. He was recognized by the National Association of Plan Advisors as one of their Top 50 Advisors Under 40 (2016) and is a member of the Investment Management Consultant’s Association.
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