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Managing Partner, President – Independence
Chris joins Focus as the President of the Independence team, with a particular focus on counseling elite wealth management teams and individuals seeking to transition from wirehouses to the independent space. Chris’ 29 years of Wall Street experience enables him to understand the mindset of advisors looking to transition into the independent model, and helps him support these advisors during the transition process to successfully launch their new businesses.
Chris joins Focus from Merrill Lynch, where he has spent his entire career. He started as an advisor and moved up throughout the organization to assume a number of leadership roles, most recently as Market Executive of the Pacific Northwest Market, Head of the Wealth Management, Private Wealth and Asia International businesses, across 8 states and 67 offices, and overseeing 1400 advisors and a total 2000 employees. Additional highlights of his career include roles as National Sales Manager of Merrill Lynch Wealth Management, Head of Merrill Lynch’s Global Investments Solutions Business, and Chief Operating Officer of Merrill Lynch’s Wealth Management Bank. He also served as a member of Merrill Lynch’s Executive and Compensation Committees.