Executive Vice President & Chief Operating Officer
As Executive Vice President and Chief Operating Officer, Chris believes in continuously improving the firm and developing a team with the most respected credentials to provide an outstanding client experience. In addition to his own clients, Chris is responsible for AEPG’s strategic direction and operational and administrative discipline. He is also the Chief Compliance Officer and serves on the firm's Investment Committee.
Chris is a seasoned executive in the financial services industry with over 25 years of accounting, business and financial industry expertise. Prior to joining AEPG, Chris served as Chief Operating Officer with Geller Family Office Services and with Wealth Management at Jefferies & Company. Prior to Jefferies, he spent nine years in the Wealth Management group at Donaldson Lufkin Jenrette and its successor firm, Credit Suisse. Chris began his career at PricewaterhouseCoopers in audit and assurance.
Chris fosters a responsive, innovative and collaborative team environment that results in a culture of achievement and service excellence. “As our clients’ fiduciary, we sit on the same side of the table, finding the best solutions and helping them achieve their financial goals,” says Chris.
Chris received a BS in Accounting from Fordham University. He also received an MBA in Finance and International Business from New York University's Stern School of Business.
Chris is a Certified Financial PlannerTM, Certified Public Accountant licensed in New York, and holds New Jersey Life and Health Insurance licenses. Chris passed Level I of the CFA exam in December 2011.
Chris currently serves as treasurer for the Summit Medical Group Foundation and volunteers for Men of Charity through Saint James Church in Basking Ridge. He enjoys skiing, martial arts, running and vacationing on Long Beach Island with his family.
Direct Line: 908.821.9764