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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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