“Anyone can do well in a bull market, but it takes intelligence and courage to stick to your plan when times are tough.”
Chris joined Canby in 2000 as a financial advisor and became Managing Partner in 2014.
Whether he’s working with individuals and families or with participants in retirement plans, Chris’s financial planning process is grounded in a strong grasp of each investor’s current situation and projected financial priorities over the course of their lifetime. The customized financial plans and investment and wealth protection strategies he recommends reflect realistic expectations, rather than wishful thinking. For Chris, making sure his clients fully understand the upside potential and possible risks of their plans is the key to building and maintaining trust.
An industry veteran, Chris has held a variety of roles in client service, direct sales, wholesaling and distribution management with some of America’s largest financial services companies, including Fidelity Investments, Allmerica Financial, and New England Financial.
He earned an MBA degree in finance and marketing from the Kellogg School of Management at Northwestern University and a BA in economics from Carleton College. He is also a Chartered Retirement Plans Specialist (CRPS®) professional.
Chris and his wife, Kim, live in Sudbury, Massachusetts. They have two grown daughters, Mia and Zoe.
Outside of work Chris enjoys golf, skiing and taking long walks with his two yellow Labrador retrievers Winnie and Mabel. A loyal Boston sports fan, he has a passionate interest in Ultimate Frisbee (Ultimate), which he has played since the late 1970’s.