Chris joined the Baird team in 2022. He has been in the financial services industry for 41 years. In prior roles, he supervised Operations departments that served retirement account processing, portfolio cost basis reporting, estate valuations, mutual fund balancing, document imaging, name and address setups and statement operations. He supported the Compliance and the Legal departments in fulfilling regulatory information requests running sequel queries against the firm’s database. He served in the Institutional Sales department assisting with syndicate allocations for firm clients. His most recent function was a relationship banker for several years at a major bank.
Chris specializes in listening to client needs and achieving superior customer service. He is delighted to join the Legg/McCann group in assisting their mission to help clients achieve their planning goals.
He has a Bachelor of Science degree in business management from Wilmington College in Wilmington OH. He has Series 6, 63, 65, 7 and 99 licenses from FINRA, and Life and Health Insurance certification in the state of Maryland.
Chris is a resident of Cockeysville with his partner Laura and their son Neil. They have one grown daughter, Kaitlin. They enjoy traveling, and attending the occasional Orioles or Raven’s game.