“I’m passionate about helping organizations succeed. By providing effective investment strategies with full accountability and continuous oversight, we give leadership the freedom to focus on advancing the success of their mission.”
As Managing Principal of Truepoint Institutional Advisors, a division of Truepoint Wealth Counsel, Chris guides investment strategy and provides ongoing portfolio implementation and oversight for institutional clients.
Chris joins Truepoint with 22 years of experience advising institutions on investment strategy, and is inspired by Truepoint’s unwavering commitment to independence and a complete focus on the client’s best interest.
“I’m excited to provide small to mid-sized organizations with the same type of customized, cohesive investment strategies offered to larger organizations, with the same evidence-based approach that has benefited the individuals and families Truepoint serves.”
Prior to joining Truepoint, Chris was Managing Principal and Chief Investment Officer at Fund Evaluation Group. Chris worked in the trust department of Fifth Third Bank before attending graduate school and receiving his MBA in Finance from The Ohio State University. A member of the CFA Society of Cincinnati, Chris holds the Chartered Financial Analyst designation.
Chris currently serves as Chair of the Board of Trustees for the Cincinnati Retirement System, board member and President for the Cincinnati Reds Hall of Fame and Museum, and board member and investment committee chair for the Lambda Chi Alpha Educational Foundation. He previously served on the Finance Advisory Board for the University of Cincinnati MSBA program, the board of the Madcap Productions Puppet Theatre, and as Chair of the Parish Council for St. Antoninus Church.
Truepoint Institutional Advisors is a division of Truepoint Wealth Counsel, offering independent investment advisory services to charitable foundations and endowments, non-profits, and retirement plans.