Chris joined Clearstead in 2021. As a Director in the Private Client Group, Chris serves as an advisor to his clients and provides analytical support for financial planning and investment management services and is involved in communicating and coordinating all aspects of private client services.

Chris previously worked as a Senior Financial Planning Associate for Burkhart & Co., which merged with Clearstead. Prior to that, he worked for Fidelity Investments and KeyBank. Chris has an MBA with a specialization in Finance from Cleveland State University and a Bachelor of Science from Oswego State University. He also holds the Certified Financial Planner (CFP®) designation.