It is easy to identify what drew me to MCM in 2014. Having worked in the industry since 1989, I was raised on the typical asset allocation strategy of investments in stocks, bonds and cash with a splash of non-correlated assets. The problem with that model is that universally clients would get hurt when the broader markets turned down. MCM’s approach was different. I was intrigued at the prospect of working with dynamic investments that can perform well across varied market cycles (including a bear market!). As the primary point of contact with our client base, I believe that this solution helps to reduce long term risk to the client’s wealth and helps us to earn client confidence and build their trust.
Chris started his career at Prudential Bache in New York before going to business school. While in business school, he focused on international finance and, as part of his studies, worked in Budapest as Hungary emerged from a centrally planned economy to more of a free market structure. When he came to California, Chris worked with Fisher Investments and Silicon Valley Bank with both individual and institutional clients. Since joining MCM Wealth, Chris continues to work directly with clients to better understand their personal circumstances and goals across all stages of their lives whether they be in the process of wealth accumulation, retirement, buying a house or getting married… Chris’s top priority is to always help a client make the decisions that will maximize the likelihood of achieving their longer-term goals.
“MCM’s approach was different. I was intrigued at the prospect of working with dynamic investments that can perform well across varied market cycles (including a bear market!).”
Education and Certifications
M.B.A. Tulane University: AB Freeman School of Business
B.A. in Psychology; Hobart College
Certified Financial Planner™
Working as member of the MCM Investment Committee identifying and approving managers with which to collaborate. These managers have bold new ideas that will help our clients achieve their stated long-term goals.
Worked with wealth management firm helping clients achieve their goals as that firm grew from 4bln to 50bln in AUM
Consulted with Central Clearing House in Budapest, Hungary and US SEC, to gain eligibility to house US Equities.
What I Love
I actively embrace time with my family and have an 11-year-old daughter who is the apple of my eye.
I have lived in California since 1997 largely because of the beautiful outdoors – enjoying triathlons, running, tennis, sailing and hiking with my family.
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.
*Past performance is not indicative of future results. Investors should be aware that “Alternative Investments” or hedge funds often engage in leverage, short-selling, arbitrage, hedging, derivatives, and other speculative investment practices that may increase investment loss. This message is not an offer to sell any interests of such funds. The disclosure document of such funds contains a complete description of the principal risk factors and fund expenses. Prior to investment, investors should carefully read the fund’s disclosure document to determine whether such investment is appropriate for them in light of their financial condition. These investments are proprietary and are available for prospective investors only through MCM Wealth LLC. Please see our Disclosure document.
At MCM Wealth, we specialize in planning and creating portfolios designed to perform regardless of the direction of the economy. We do this primarily via well researched alternative investments that are specifically chosen to be both defensive and productive in bull, bear and recessionary markets. We provide clients in the San Francisco Bay area with whole life financial planning services, private wealth management solutions, alternative portfolio management assistance, asset management, estate planning services, charitable giving solutions, impact investing options, and insurance planning services to business owners, ceo’s, dentists, doctors, entrepreneurs, executives, families, individuals, and impact investors in the San Francisco Bay area. We also serve clients in the Corte Madera, Fairfax, Greenbrae, Larkspur, Point Reyes, San Anselmo, Sausalito, and Stinson areas.
We were founded in 1997 and have offices in Novato California, a suburb San Francisco. We are dedicated to understanding our clients and then providing the highest level of research-based financial management, objectivity, performance, planning, service and communication. We select and offer best-of-breed financial managers in those wealth investment niches that we believe will best serve our clients. We are a fee-only practice, which means we act as a fiduciary for our clients. Our financial advice, financial services and financial solutions are designed to withstand the test of time. We look forward to learning more about you and how we may be of help. Below is a full list of services we offer: