Since March 2015, Kris has worked 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 retirement plan and institutional consulting clients.
Background and Credentials
Prior to joining Stonebridge Financial Group, Kris 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 serves on the board of Big Brothers Big Sisters of the Capital Region and is an active volunteer with the Crohn’s & Colitis Foundation.