Christopher Meek, BSBA
Portfolio Analyst & Investment Advisor
Chris works with medium- to high-net worth clients to develop a strategic asset allocation investment strategy tailored exclusively for them to help reduce risk in their portfolios. Chris is also responsible for new client portfolio analysis and investment proposals. He works closely with wholesale and direct fixed income providers in the department of laddered bond and CD portfolios to meet specific client needs. Chris has a BSBA in Finance from Xavier University in Cincinnati, Ohio.