Chris Lappas in

Chris Lappas

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Managing Director - Complex Manager at Oppenheimer & Co. Inc.
📍 New York City Metropolitan Area, United States

Chris Lappas is a Managing Director at Oppenheimer & Co. Inc. , where he leads a complex of six branches and 100 financial professionals. A leader with over 20 years of experience in financial services, he holds an MBA from the University of Connecticut School of Business and specializes in growing high-net-worth business lines.

Outside of his professional work, Chris is actively involved in his community. He serves as a board member for Person to Person (P2P), a nonprofit organization dedicated to providing essential resources like food and financial assistance to residents in need throughout Fairfield County, Connecticut.

Unique fact: He dedicates his time to community service as a board member for the local nonprofit, Person to Person.

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Experience
34 Years
Current Role
Managing Director - Complex Manager
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Chris shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chris cares about

Investment Strategy
He often discusses market trends, emphasizing the importance of portfolio rebalancing and rotation across asset classes for investors.
Multigenerational Wealth
Focuses on helping families create long-term plans to manage, share, and sustain their wealth for future generations.
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Career

Work history

10-2018
Managing Director - Complex Manager
Oppenheimer & Co. Inc.
7-2015 - 10-2018
Senior Vice President
STIFEL
10-2013 - 6-2015
Senior Managing Director
Sterne Agee
3-2012 - 10-2013
Chief Operating Officer
Snowden Capital Advisors
3-2007 - 1-2012
Regional Director - Wealth Management
Merrill Lynch
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2001
MBA
University of Connecticut School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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