Chris Wilde, CFA in

Chris Wilde, CFA

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Managing Director, Portfolio Implementation & Investment Operations at Focus Partners Wealth
📍 Boston, Massachusetts, United States

Chris Wilde is a Managing Director at Focus Partners Wealth, specializing in investment portfolio implementation and operational strategy. With nearly two decades of experience, the CFA Charterholder has a history of leadership in RIA operations, having served as COO for two firms prior to their successful integrations. He earned a BS in Finance from the University of Rhode Island.

Outside of his professional life, Chris is an avid surfer, skier, and runner. A father to three young children, he balances his active personal hobbies with family life and community involvement, demonstrating a commitment to both personal pursuits and civic responsibilities in his local town.

Unique fact: Chris chairs the Investment Policy Committee for the Town of West Newbury, Massachusetts.

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Experience
21 Years
Current Role
Managing Director, Portfolio Implementation & Investment Operations
Job Level
Mid-senior
Location
Boston, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Chris cares about

RIA Operational Efficiency
His career has focused on creating consistent, scalable solutions for technology, processes, and investments for wealth management firms.
Alternative Investments
He is quoted on the importance of consolidating alternative investment platforms to simplify execution and enhance the client experience.
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Career

Work history

6-2024
Managing Director, Portfolio Implementation & Investment Operations
Focus Partners Wealth
6-2023 - 6-2024
Chief Operating Officer & Investment Strategist
Connectus Wealth Advisers
6-2020 - 6-2023
Chief Operating Officer
NEIRG Wealth Management
2-2011 - 6-2020
Director, Trading, Operations, and Client Administration
SCS Financial
3-2010 - 2-2011
Assistant Treasurer, Hedge Fund Services
JP Morgan Chase
In the press

Media appearances

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Education
2000 - 2004
BS
University of Rhode Island
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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