Chris Wilde, CFA

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DISC Type : ics

Managing Director, Portfolio Implementation & Investment Operations at Focus Partners Wealth

Boston, Massachusetts, United States

Overview

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.

Personality Overview

ROI Driven

Friendly But Slow

Curious But Skeptical

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care 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.
Enhancing Client Experience
His roles have consistently involved building and managing client service teams and enhancing workflows, as seen in his commentary on platform partnerships.

Media Appearances

Chris has no verified media appearances

Work History

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

Education

2000 - 2004
BS from University of Rhode Island

More Information

Social Presence :

Prographics :

Exp : 21 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Managing Director, Portfolio Implementation & Investment Operations at Focus Partners Wealth
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Persuade objectively how your product will help them achieve their goals
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Chris

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Chris take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Chris

Personality Compatibility


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