Chris LaPorta, CTFA, AFIM
Senior Portfolio Manager
Chris serves as Senior Portfolio Manager and has over 15 years of experience in the trust and investment industry. In his role, Chris is responsible for overseeing investment strategies and develops investment solutions for individuals, families and trusts. He is committed to an approach that aligns the client’s behavioral risk profile and goals to determine the appropriate investment objective and asset allocation strategy. In prior roles, Chris administered trusts, estates, guardianships and agency accounts.
Chris obtained his Bachelor of Arts degree from Beloit College and is a graduate of Cannon Financial Institute. He holds the Certified Trust Financial Advisor (CTFA) designation and is an Accredited Fiduciary Investment Manager (AFIM). Chris serves on the Board for March of Dimes - the Chicago Division.