Prior to Pathstone, Chris was Deputy Head of Public Markets Research at Veritable. In addition to sourcing and conducting due diligence on equity managers, he also led projects focused on ESG strategies as well as private credit strategies.

Chris earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Drexel University. He also holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of CFA Society Philadelphia.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.