Chris is the Founder & Lead Advisor of Squareknot Advisory Partners. Chris’s daily focus is the development and delivery of his advisory relationships and a world class service experience to every client.
Chris began his career with Waddell & Reed in 2003, starting his practice directly out of college. Chris’s client centric focus, emphasis on utilizing the financial planning process and robust service has earned him several awards during his career such as Pacesetter in March 2004 and Pacesetter Gold in May 2004 (that month he was also named Pacesetter of the Month). Based on his 2012 performance, Chris was awarded a seat on the 2013 President’s Council, a award given to the firm's top 12 advisors annually and considered the firm’s highest award. Chris has held a position on Waddell & Reed’s Client Experience Committee which seeks to work with executive leadership on key enterprise initiatives and strategic plans for advisors throughout the country to better service all clients.
During his career as a financial advisor, Chris fully embraced Waddell & Reed’s over 80-year fabled heritage of carrying forth an actively managed investment strategy surrounded by a carefully developed financial plan. Chris and his team work closely with clients to define their goals & objectives, gather thoughtful data to analyze and review and, finally, present clients with carefully outlined strategies. These individualized plans are continually reviewed over time to keep clients on course. Chris and the team deliver a robust client experience throughout the year, at the core of which lies regular, meaningful communication on all fronts.
Chris holds the CERTIFIED FINANCIAL PLANNER™ certification as well as a Chartered Retirement Planning Counselor and Chartered Mutual Fund Consultant designations. His commitment to maintaining the highest levels of expertise is embodied by his participation in ongoing professional education and training.
Chris grew up in Madison, CT. During his teen years, he achieved the rank of Eagle Scout in the Boy Scouts. Chris graduated from UConn with a Bachelor of Science in Psychology. During his time at UConn he played Division 1 Rugby and his team participated in the NCAA Sweet 16 tournament twice.
Chris loves spending time with his son Jake and enjoys playing an active role in Jake’s activities such as coaching his sports teams and helping his Cub Scout pack. In his spare time, he enjoys cooking, traveling, mostly to his camp in the northwest mountains of Maine, enjoying the outdoors in all formats, and working on his private pilot’s license.
The President's Council award was presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor. Award is not based on any client experience and is not indicative of the advisor’s future performance. For more information regarding the award please contact the advisor.
The Pacesetter award was previously presented to first year advisors by Waddell & Reed based on sales production. The award is not based on any client experience and is not indicative of the advisor’s future performance. For more information regarding the award please contact the advisor.