Chris LaPorta, CTFA, AFIM

Chris serves as Sr. Portfolio Manager and has over 17 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, non-profits 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 served as a Chief Investment Officer. Chris’s education includes a B.A. from Beloit College and has also attained his Certified Trust Financial Advisor and Accredited Fiduciary Investment Manager designations. Chris also has certifications in Applied Behavioral Finance from UCLA and Cannon Financial Institute. He is also a board member for the March of Dimes (Chicago Division).