Chris has been with the 52 North Wealth Group (formerly Spence Partners) since 2003 and was asked to become a partner in 2005. His primary responsibilities include overseeing client investments, unearthing and researching new ideas, and managing and developing client relationships. While each client is unique, common needs include assessing the adequacy of assets for retirement or other goals, working on gifting or wealth transfer strategies, and, when necessary, coordinating with his clients’ tax and legal professionals as needed.

While not a focus of the practice, Chris is also insurance licensed and occasionally helps with reviews of life insurance policies and annuities. Prior to joining this industry and the team, he was an analyst in the high-yield investment banking group at Merrill Lynch in New York City.

Chris is a cum laude graduate of Colgate University, where he earned a degree in economics. Originally from Michigan, Chris has called Portland home since 2003 and is almost starting to feel like a local. When not at the office, his energy is almost entirely focused on his wife and two young daughters, who are the lights of his life and provide him with more joy than he ever thought possible (when not running him ragged!).