With over 40 years of experience, Chris has worked in the areas of equity research, portfolio analysis and institutional consulting. He assists clients in all aspects of financial planning and investment management.
A graduate of the University of North Carolina in 1982, he earned a bachelor’s degree in Economics and Political Science, then began his career as a trader and analyst with a regional investment firm. Chris later joined Morgan Keegan in 1994 and then Raymond James and Associates in 2012. In 2021, he became a founding partner in a newly formed Registered Investment Adviser firm that is today known as Cordgrass Capital Advisors.
Chris served on the building committee for the Wake County Boys and Girls Club Teen Center opened in 2014, is a past member of the Alexander YMCA Advisory Board and past Chairman of the Staff Parish Committee at Hayes Barton UMC in Raleigh. A member of the CFA Institute, Chris earned his Chartered Financial Analyst designation in 1998 and the Accredited Investment Fiduciary designation in 2010. Outside of work, he enjoys music, golf, tennis and the beach. Chris and his wife, Beth, live in Raleigh, NC.