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Chris serves as a Portfolio Implementation Analyst for Midland Wealth Management, where he supports the execution and monitoring of investment strategies across client portfolios. He works closely with advisors, portfolio managers, and the research team to implement investment plans and maintain alignment with portfolio objectives.

Chris joined Midland in 2015 and brings a well-rounded background in investment management. Prior to his current role, he served as a Portfolio Manager, where he contributed to portfolio construction, market analysis, and ongoing investment oversight. His experience also includes roles in research and trading, providing a strong foundation for portfolio implementation.

Education

  • Bachelor of Science in Finance from the University of Illinois at Chicago

Certifications

  • FINRA Series 65 

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