As Senior Vice President, Head of Private Client Solutions, Chris leads various teams in providing advisors and their clients with access to best-in-class products and services. Chris oversees several departments including: asset management services, investment strategy, portfolio advisory, investment products, non-brokered private placement and special situations, institutional treasury group, fixed income & currency trading, and equity trading platforms. Chris joined Raymond James Ltd. in 2017 and brings over 25 years of experience within the financial services industry holding various positions covering a wide spectrum.
In addition to being on the Senior Leadership Team and Executive Committee, Chris is a member of the firm’s Operating Committee, Wealth Management Operating Committee, Product Review Group and provides input on the firm’s strategy and policy decisions. Chris is an accredited portfolio manager, holds an MBA from Athabasca University and is also a Fellow of the Canadian Securities Institute (FCSI) and holder of the Chartered Investment Manager (CIM) designation. He is also a graduate of the Securities Industry Institute (SII), Executive Development Program, sponsored by SIFMA and The Wharton School.