- Chartered Financial Analyst (CFA)
- Series 79 and 63 licenses
Wake Forrest University, B.S. Finance, 2009
Chris joined the firm in 2020. He primarily focuses his efforts within the Gleason Advisors division.
Prior to joining Gleason, Chris worked in investment banking for a lower middle market firm in Pittsburgh. Before his experience in investment banking, Chris worked in corporate development for BNY Mellon. Over his career, Chris has developed an expertise in mergers and acquisitions, business valuations, and strategic planning.