Chris’s responsibilities center on business development for the Schwab Advisor Network division and driving the Southwest market serving family offices, HNW individuals, business owners, endowments, and foundations. Prior to joining InterOcean Capital, Chris held several leadership roles including Managing Partner of Consultas LLC family office, Partner at Sloan Investment Management, and Vice President at Alliance Bernstein. Chris earned a Bachelor of Business Administration in Marketing and MBA in Finance & Entrepreneurship from the University of Texas at Austin.
20 Years of Investment Experience
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