Chris is responsible for the integration of technology, business applications and processes designed to improve efficiencies across the company. Chris managed the firms transition to Salesforce in 2018. Chris is the integral member of the business transition team, ensuring smooth on boarding of new clients and personnel to the FLP platform.
Chris has over 25 years of experience in the financial services industry. He previously held senior roles at Silver Bridge Advisors and Banyan Partners and was most recently executive managing director of operations at Boston Private Wealth, a $7+ billion-dollar RIA, where he was responsible for day-to-day investment operations and client services.
He is a former Massachusetts Air National Guard member, former President of Plymouth Pop Warner and board member of Plymouth Babe Ruth. Chris is also a CrossFit L1 trainer, and coaches’ classes on the weekend as his local gym. After coaching his 3 sons in football and baseball for the past 18 years, he is now trying to improve his golf game.