Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Chris is a Senior Vice President, International Wealth Management Advisor and Senior Portfolio Manager. Chris is one of only 61 Financial Advisors worldwide, out of over 16,000, who have achieved the level of Senior Portfolio Manager with Merrill Lynch. A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Advisors.
Chris joined Merrill Lynch in 1995 as a Financial Advisor, after graduating from Ithaca College, New York with a Bachelor of Science in Finance. He is a founding member of the MacNamara, Dill & Tull group, which focuses on managing investment portfolios using low cost, tax-efficient Exchange Traded Fund (ETF) indexes. Chris has spent his career focusing on the development and management of tax-efficient investment strategies, to grow and preserve wealth, while helping clients reach their short and long-term goals.
He is one of 840 Financial Advisors worldwide who have earned their Wealth Management Advisor title with Merrill Lynch. Chris frequently leads seminars on professional money management and financial strategies and has been invited to speak at several Fortune 500 companies in Metropolitan Washington. Chris is a Merrill Lynch coach and trainer to Financial Advisors nationwide on Exchange Traded Fund (ETF) portfolio management strategies and ethical business practices.
Chris earned his Certified Investment Management Analyst® (CIMA®) designation from the Investment and Wealth Institute™ after completing its educational requirements at the Wharton Business School, University of Pennsylvania. In 2010, he was selected as one of 35 Merrill Lynch Financial Advisors nationwide to attend Harvard Business School (HBS) in an executive study program. In his community, Chris volunteers with the Boy Scouts of America (BSA) and Cub Scout Pack 706 at Our Lady of Mercy Church. He lives in Potomac, Maryland with his wife and three sons.
Ithaca College, NY.
Forbes "Best-in-State Wealth Advisors"
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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