Christopher is a seasoned Private Client Advisor with 25 years of experience at Bank of America, specializing in advising wealthy families, foundations, and endowments. A graduate of Lafayette College, he focuses on helping clients prepare for future financial opportunities, risks, and long-term estate planning.
After a long career, Christopher decided to take a break to focus on his family, travel, and personal growth. He values engaging with different cultures and believes positivity can transform environments. He maintains an interest in his alma maters, Lafayette College and St. Pauls School.
After a successful 25-year tenure at Bank of America, he took a career sabbatical to travel, learn, and spend dedicated time with family.
Read the full overview →They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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