Managing Director, Partner, Family Office
Chris has 20 years experience working with high net worth families and philanthropic entities. Prior to joining Evergreen/Gavekal, Chris was a principal at Cypress Wealth Advisors in San Francisco. Before working at Cypress, Chris spent 15 years as a wealth advisor and vice president at Charles Schwab & Company. During his career Chris has focused on wealth management and portfolio implementation across a wide range of asset classes including fixed income, global public equities, structured hedging vehicles, and alternative assets. Chris has also worked extensively in all areas of personal financial planning including mortgage finance and delivering private banking services. Chris holds a Bachelor of Science degree in Finance and Business Administration from Saint Mary's College.