Within U.S. Trust, he is also responsible for the development and execution of investment strategy including overall portfolio management, specialty asset management, institutional investment, wealth planning and trading. Previously, he served as the chief investment strategist for U.S. Trust.
Prior to joining U.S. Trust, he was chief investment officer and head of product strategy for the Latin American Market region of The Citigroup Private Bank. He chaired the Global Investment Themes Committee and was a voting member of the Investment Strategy Committee for the Citigroup Private Bank, and active member of the Investment Policy Committee, the Product Strategy Committee, and senior leadership team. Preceding his role at Citigroup, he was the director of Merrill Lynch's Investment Policy Group and head of the Investment Committee for International Private Clients. Chris also held investment positions including director of the Global Portfolio Strategy group for Private Wealth Advisory and senior international equity strategist for Merrill Lynch's Private Client and Middle Markets Group.
Chris received his B.A. in business from Villanova University and earned an M.B.A. in finance from New York University's Stern School of Business. He also serves on the Finance Advisory Council for Villanova School of Business.