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Chris Wolfe – Managing Director, Chief Investment Officer for Portfolio Solutions, Private Banking and Investment Group

Chris works closely with research analysts and portfolio managers to provide investment leadership and guidance on asset allocation and portfolio construction to the firm’s private wealth advisors, financial advisors and their clients.


Chris received his MBA from Columbia University and his BS from the University of Rhode Island. He’s a Certified Financial Planner licensee and a Chartered Financial Analyst.

Chris has more two decades of industry investment experience. Before assuming his current roles, he was the head of investment strategy for Rockefeller Financial. He also served as a partner and portfolio manager at Dover Management LLC, where he was responsible for managing a large-cap U.S. equity mutual fund and a U.S. equity hedge fund. Prior to joining Dover, Chris was head of global equities at JP Morgan’s Private Bank from 1997 to 2004. From 1991 to 1997 he was a portfolio manager at Lincoln Capital in Providence, Rhode Island.


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