Chris Lappas

Examiner
DISC Type : cs

Managing Director - Complex Manager at Oppenheimer & Co. Inc.

New York City Metropolitan Area, United States

Overview

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.

Personality Overview

Unexpressive

Overcautious

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care 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.
Community Philanthropy
Serves as a board member for Person to Person (P2P), a nonprofit that provides food and financial assistance in Fairfield County.

Media Appearances

Chris has no verified media appearances

Work History

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

Education

1999 - 2001
MBA from University of Connecticut School of Business

More Information

Social Presence :

Prographics :

Exp : 34 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director - Complex Manager at Oppenheimer & Co. Inc.
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Chris

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Chris take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Chris

Personality Compatibility


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