Wealth Management Assistant
Education
- University of St. Thomas, BA in Financial Management
about chris
Chris is a recent Finance graduate from University of St. Thomas, having graduated in the Spring of 2020. He’s entering his third year in the financial services industry, previously having an administrative support role in Financial Advising with Equitable, and later in Financial Guidance with Thrivent. Chris has already acquired a variety of core industry licenses and certifications but will be looking to further add to his credentials, as he continues to learn and grow as a financial professional.
As a Wealth Management Assistant at Boyum Barenscheer, many of the areas of focus for Chris are portfolio analysis, client servicing, data management, special projects and ultimately providing support in wealth management processes. Some of the things Chris values about his career is having the opportunity to work on a team that focuses on building relationships with clients and becoming an integral part of people’s lives and finances. Helping clients navigate personal wealth management, taxes and estate planning allows them to live confidently and more freely pursue their passions.
In his free time, Chris loves spending time outdoors, doing things such hiking, skiing, camping and traveling, especially when it involves his new puppy, Millie.
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