Chris Weiss
Portfolio Manager, Investment Advisor at Wallington Asset Management
Based in Carmel, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Carmel
Industry
Investment Management
Company size
21
Contact information
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c•••••••@wallingtonasset.com
Phone
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Background
About Chris Weiss
Deliver comprehensive Investment, Wealth Management, Financial Advisory, and Financial Planning services to high-net-worth, young professional, and other individual private clients. Provide Consulting and Securities Management services to endowments, foundations, for-profit and non-profit corporations, qualified retirement plans, and other institutional clients. Investment Selection Committee member focusing on in-depth individual security research, macro-level capital markets research, and portfolio implementation. Long-term risk-adjusted outperformance focus. Drive efficiencies through seamless integration with trusted partners such as estate attorneys, accountants, outside consultants, and agents.
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