Chris began his career at UBS Financial Services, followed by 6 years at a Charlotte-based Hedge Fund and investment firm, gaining extensive experience in compliance, operations, and financial planning. Drawing on this expertise, he co-founded Waterstone Wealth to provide clients with thoughtful, tailored financial strategies. Known for his attention to detail and commitment to excellence, Chris helps individuals and families navigate complex financial decisions with confidence.
Outside of work, he enjoys making the most of family life with his wife and three young daughters.