Chris joined IAA as a Compliance and Portfolio Analyst in September 2016. His primary responsibilities involve the oversite, management and trading for IAA’s in-sourced portfolio options. As an LPL Financial registered principal, Chris also provides compliance support and back-up to Jessica Sexton.
Chris started his financial services career in 2006 at E*Trade as a Platinum Relationship Manager providing active trading assistance and education to high net worth, self-directed clients. He gained years of valuable knowledge and experience at Bank of America and Wells Fargo Advisors respectively, providing client relationship services, asset allocation and investment advice to bank members including each firm’s mass affluent clients.
Chris earned a Bachelor of Science degree in Criminal Justice, with a minor in Psychology, from Appalachian State University in 1999. Outside of work, he enjoys golf, softball and grilling.
A lifetime resident of North Carolina, Chris resides in Gastonia with his wife and their daughters, Mackenzie and Abby.