Contact Information
Chris is outgoing, hardworking and completes each and every task with a smile on his face. Clients find him easy to work with because of his dedication, friendliness, organization and technical skills.
Since beginning his career in public accounting in 2014, Chris has focused on the investment industry and has a range of audit experience, including the audit of mutual funds, exchange-traded funds, private funds and master-feeder structures. His experience also includes surprise custody examinations for investment advisers in compliance with Rule 206(4)-2 of the 1940 Act, examinations of securities in accordance with Rule 17f-2 and 17f-1 of the 1940 Act.
Since beginning his career in public accounting in 2014, Chris has focused on the investment industry and has a range of audit experience, including the audit of mutual funds, exchange-traded funds, private funds and master-feeder structures. His experience also includes surprise custody examinations for investment advisers in compliance with Rule 206(4)-2 of the 1940 Act, examinations of securities in accordance with Rule 17f-2 and 17f-1 of the 1940 Act.
- Involved in internal training, recruiting and business development for the firm’s Assurance Practice
- Achievement Centers for Children (Associate Board)
- Unitarian Universalist Association (Audit and Risk Committee)
- Ohio Society of CPAs
- American Institute of CPAs
Chris lives in South Euclid, Ohio. In his free time, he loves listening to music, hanging out with friends, and playing basketball and golf. Chris is a Cleveland sports fan and especially enjoys following the Cavaliers.
Credentials & Education
- Certified Public Accountant (Ohio)
- B.S.B.A. in accounting and finance, Xavier University