Manager - Operations & Trading
In his role at Ferris Capital, Chris is responsible for the firm’s operations, trading and record-keeping systems. Chris assures continuity with the various custodians and vendors in which Ferris Capital conducts business.
Prior to joining Ferris Capital, Chris held the position of Vice President of Client Service at State Street Corporation where he led a team of client managers supporting Registered Investment Advisors with their custody needs. Prior to that he worked at Financial Engines as an account manager, supporting the Financial Engines advice service for Fortune 500 companies and their employees. Chris began his career at Fidelity Investments holding positions in client service, trading and brokerage problem resolution and stock plan services. Chris brings over 24 years of experience in financial services to the team at Ferris Capital.
Chris enjoys cycling, skiing, soccer and spending time with his family. He, his wife and two daughters reside in Hopkinton MA.