Portfolio Analyst

Focus

Kris works closely with all team members to create a wide range of investment strategies with an emphasis on cost and tax efficiency.  In his role as Portfolio Analyst, Kris assists with the investment analysis process within the team’s managed investment strategies. This includes extensive research of exchange traded funds (ETFs), mutual funds and stocks as well as creating new, complimentary strategies.  His role also includes assisting financial advisors with the entire client management process, from fact-finding to plan creation, implementation and ongoing monitoring. In addition to helping Stonebridge Financial Group work with individuals and families, Kris also provides investment analysis for the retirement plan and institutional consulting clients.

Background and Credentials

Kris joined Stonebridge Financial Group in March 2015.  Prior to joining Stonebridge Financial Group, he worked as an Analyst for Public Financial Management.  He holds a B.S. in Finance as well as a Master’s in Finance from West Virginia University. Kris is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and an Accredited Investment Fiduciary (AIF®).

Away From the Office

Kris and his wife, Jaynie, live in Mechanicsburg.  In his spare time, Kris enjoys cooking, hunting and spending time with his friends and family.  He servers on the board of Big Brothers Big Sisters of the Capital Region and is an active volunteer with the Crohn’s & Colitis Foundation.