Christopher J. Mann, CFP®
Login to view DISC.Registered Investment Advisor at Titleist Asset Management
📍 Chapel Hill, North Carolina, United States
Christopher is a Senior Financial Investment Advisor at Titleist Asset Management with over 30 years of experience. He specializes in ERISA plans and retirement planning, with a unique focus on advising physicians and employees of Duke University. He holds an MBA from Liberty University and is a Certified Financial Planner.
Read the full overview →Experience
32 Years
Current Role
Registered Investment Advisor
Location
Chapel Hill, North Carolina, United States
Personality Overview
How Christopher shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Christopher cares about
Retirement Planning
A core focus of his 30+ year career, with deep experience in creating long-term financial wellness and security for clients.
ERISA Plan Management
A stated specialty, indicating a focus on fiduciary duties and maintaining compliance for employee retirement plans.
Career
Work history
1-2024
Registered Investment Advisor
Titleist Asset Management
7-2011
Sr. Financial Advisor
Duke University Retirement Plan Specialist
7-2011 - 1-2024
Director, Investment Planning - Duke University
Fidelity Investments
2-1996 - 7-2011
Vice President & Senior Account Executive
Fidelity Investments
10-1993 - 4-1996
Retirement Specialist
Fidelity Investments
In the press
Media appearances
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Education
2010 - 2012
Master of Business Administration (MBA)
Liberty University
1987 - 1990
Education details unavailable
University of Delaware
Social presence
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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