Advisory Committee Member 2018
BNY Mellon Wealth Management
Vice President, Senior Wealth Director
Areas of Expertise
Christopher is a 20 year wealth management veteran serving the unique needs of high net worth and ultra-high wealth business owners and entrepreneurs as they consider a transition, or are in the process of transitioning their business. As a member of their key advisory team, he addresses many of their top concerns:
*Overwhelmed with the number of sale options
*Confused about the tax impact of the sale
*Worried if they will have enough
Throughout his experience, he's assisted dozes of business owners with more than $1B in assets develop a plan for financial freedom.
Christopher is a graduate of Florida Southern College in Lakeland, FL, and serves on the Board of Directors for the American Cancer Society of Tampa and Tampa Bay Businesses for the Culture and the Arts (TBBCA). He is a co-founding member and co-leader of the Tampa Bay Chapter of the Alliance of Mergers and Acquisitions Advisors (AM&AA), and is a member of the Association for Corporate Growth (ACG), the USF Muma College of Business Personal Financial Planning Advisory Council and Tampa Rotary Club. Christopher lives in South Tampa with his wife and two daughters.