Christopher Gula, CFA in

Christopher Gula, CFA

Managing Director, Senior Investment Strategist at Summit Place Financial Advisors
📍 New York City Metropolitan Area, United States

As a Managing Director and Senior Investment Strategist at Summit Place Financial Advisors, Christopher Gula leverages his expertise to support clients with personalized, goal-oriented wealth management. He is a Chartered Financial Analyst (CFA) and an alumnus of the University of Miami Herbert Business School.

While his professional life is focused on finance, his time at the University of Miami likely fostered an appreciation for the vibrant local culture and sports scene. He may follow local teams and maintain connections from his time in Florida.

He recently authored a piece for WealthManagement. coms 2025 Midyear Outlook, coining the phrase “Era of Bad Feelings” to describe the current economy.

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Experience
5 Years
Current Role
Managing Director, Senior Investment Strategist
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview
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Priorities

Topics Christopher cares about

Investment Strategy
As Senior Investment Strategist, he focuses on customized portfolios and positioning investments in the face of widespread economic pessimism.
Economic Outlook
He is a published author on the economy, sharing perspectives on the current multi-year period of economic resilience despite downbeat sentiment.
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Career

Work history

9-2025
Managing Director, Senior Investment Strategist
Summit Place Financial Advisors
6-2022 - 9-2025
Vice President, Investment Strategist
Summit Place Financial Advisors
8-2021 - 6-2022
Portfolio Manager
Summit Place Financial Advisors
5-2017 - 6-2018
Strategy and Investment Associate
Dream Forward
In the press

Media appearances

Chris Gula, CFA - Summit Place Financial Advisors, LLC. Featured in Summit Place Financial Advisors (Company Website)
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Education
2012 - 2016
Bachelor of Business Administration (B.B.A.)
University of Miami Herbert Business School
2014 - 2014
Business/Corporate Communications
John Cabot University
Social presence
in

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