Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director
With over 23 years of financial services industry experience, Chris has been nationally recognized as a leading investment consultant specializing in corporate retirement plans. He also works with individuals, business owners, and corporate executives with investment management and financial planning.
A graduate of the University of Cincinnati, Chris began his finance career with J.C. Bradford & Co. in 1995. He spent over 5 years with Accenture working as a consultant to Fortune 500 financial services companies. Chris is currently responsible for investment performance monitoring, investment policy statements, fiduciary services, new business development, and retirement plan consulting. He applies the same due diligence and strategy to individuals and families as he does with the team’s corporate relationships.
As a Corporate Retirement Director, Chris has been recognized for his focus in the investment management consulting of 401(k) plans. Chris was named to PlanSponsor Magazine’s Top 100 Retirement Plan Advisers (2010-2018), the Financial Times Top 401 Retirement Advisors (2018), and Cincinnati Magazine’s Top Wealth Managers (2013-2018). His team, Graystone Consulting | Cincinnati was also honored as a finalist for PlanAdviser Magazine’s “Retirement Plan Adviser Team of the Year” in 2015, 2016, 2017 & 2018 and named one of the top 30 Institutional Consultants in the country by Barron’s (2015).
Chris specializes in the following areas:
• Retirement and financial planning
• Investment management consulting
• Family wealth planning
• Institutional retirement plan consulting
• Managing fiduciary responsibilities
• Investment Policy Statements
Chris currently serves on the board of the Drake Planetarium which provides STEM related education to children in the greater Cincinnati area. He lives in Mason, OH with his wife and two children.
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Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.
This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the tenth annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, FL, from December 2 to 4. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.
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