About Chris
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 25 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.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Chris
Market Volatility and Investment Strategies for 2024
An in-depth analysis of current market conditions and strategic approaches to portfolio management in uncertain times.
The Rise of ESG Investing: Opportunities and Challenges
Exploring the growing importance of Environmental, Social, and Governance factors in modern investment decisions.
Technology Sector Outlook: AI and Innovation Trends
A comprehensive look at emerging technologies and their potential impact on investment portfolios and market dynamics.
Global Economic Trends and Their Investment Implications
Understanding macroeconomic indicators and their influence on asset allocation and investment strategy.