About Christopher
Christopher’s responsibilities include client services, reporting, and trading.
Prior to joining Focus Partners Wealth, he was a client service associate for The Shulman Group at Oppenheimer & Co. He worked directly with high-net-worth individuals and families. He assisted them in achieving their financial goals through financial planning, organizing client/prospect briefings, and presentations.
Education and Professional Milestones
-Kenyon College - bachelor’s degree in modern European history
Christopher’s responsibilities include client services, reporting, and trading.
Prior to joining Focus Partners Wealth, he was a client service associate for The Shulman Group at Oppenheimer & Co. He worked directly with high-net-worth individuals and families. He assisted them in achieving their financial goals through financial planning, organizing client/prospect briefings, and presentations.
Education and Professional Milestones
-Kenyon College - bachelor’s degree in modern European history