Chris Gilmor

Chris Gilmor, CFP®
Senior Advisor

chris@mcmwealth.com

In Chris’s role as a Senior Advisor he focuses exclusively on client relations and is dedicated to bringing a high level of service to enhance the overall client experience. Through his career he has worked closely with both institutional and retail clients with a focus on risk management and asset allocation.

Chris first started working in the securities industry in 1989 in New York with Prudential Bache. After getting his MBA from Tulane University in New Orleans, he moved to San Francisco where he worked with Fisher Investments as an Investment Consultant managing retail client accounts with total assets over $200 million. Following that he worked with Silicon Valley Bank in their Assets Management Group developing client relations for venture funded corporations. Prior to joining MCM Chris was with TD Ameritrade where he worked with a book of high net worth individuals evaluating investment strategies and objectives to maximize ability to achieve stated goals.

Chris is a Certified Financial Planner CFP ®, holds series 7, series 63, series 65 and series 66.

Chris appreciates the great outdoors and living in Marin County. He enjoys tennis, biking, hiking and spending time with his family. He lives in Mill Valley California with his wife and daughter.

View Chris’s LinkedIn profile.