With a robust background in financial planning, private wealth management and investment strategy, Chris offers clients more than 25 years of experience in the financial services industry. Prior to founding D3 Wealth Partners (formerly Hightower Boca Raton), Chris was a Senior Vice President of Wealth Management at UBS Financial Services, where he provided advisory services to private clients, including business owners, family offices, and high net worth individuals.
Chris also spent 10 years at Morgan Stanley Smith Barney, focusing on institutional and retail wealth management. A former Manager at Ernst & Young LLP, Chris worked for the firm’s boutique investment banking practice, providing services to clients in the areas of mergers and acquisitions, leveraged financing, bankruptcy, restructuring, and reorganization. Chris also has more than 15 years’ experience as an entrepreneur and partner in business ventures in a variety of industries, including retail and manufacturing. He earned his Bachelor of Science in Business Administration from the University of Florida.
In 2009 Chris was honored by Barron’s as one of the “Top 1000 Financial Advisors” in the country. He is a regular contributor to a variety of industry publications, has been featured in The Wall Street Journal and has appeared on the Today Show in South Florida. Chris was appointed by Florida Governor Rick Scott as a Commissioner of the North Broward Hospital District, one of the ten largest hospital systems in the country. Additionally, Chris serves on the board of the Broward Health Foundation and several pension and investment committees, overseeing billions of dollars in assets. In his spare time, Chris enjoys traveling, cooking, playing golf, and spending time with his family.
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