Chris is a Managing Director and CERTIFIED FINANCIAL PLANNER™ at J. P. Morgan, where he leads The Carroll Group in Philadelphia. He specializes in comprehensive wealth and portfolio management for high-net-worth clients. He holds a B. A. in Diplomatic History from the University of Pennsylvania and began his career at Merrill Lynch.
Deeply engaged in his professional community, Chris is an active member of The National Financial Planning Association and The Philadelphia Estate Planning Council. This reflects his commitment to the highest standards of financial strategy and client advisement within the Philadelphia area.
Unique fact: Chris leverages an uncommon academic background in Diplomatic History for his career in global finance.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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