With over 30 years of financial services experience working with some of the Northwest’s premier firms, Chris brings to NWCM a range of valuable skills in Business Development, Investments, Retirement Plans, and Private Wealth Advisory. His role as VP, Advisory Services, is two-fold: he works with Committee Members of Retirement Plan Sponsors and their plan participants to achieve successful retirement plan outcomes; and he advises individual Wealth Management clients on their financial planning goals and portfolios. He is also a voting member of NWCM’s Investment Committee.
Chris joined NWCM in 2014 after four years as a Financial Advisor with a Wall Street brokerage firm. Prior to that, Chris spent seventeen years with a highly-regarded, technology research firm as SVP / Partner, Institutional Equity Sales. His time with the research firm followed a successful nine-year career with a Northwest regional bank, where he honed his skills as a Mortgage Loan Officer, Investment Department Officer, Brokerage Operations Manager, and Equity Trader.
Chris graduated from the University of Puget Sound with a Bachelor’s degree in Finance and a Minor in Economics. In college, he kept busy playing four years of varsity soccer and two years of varsity baseball. He has coached soccer in Washington and Oregon for nearly three decades.
Direct Line: (503) 597-1601 Email: ChrisM@NWCM.com