Chris has over 37 years experience as investment advisor and entrepreneur. He began his career at Brown Brothers Harriman in New York, later co-founding and serving as CEO for Chilton Capital Management in Houston. Prior to joining Robertson Stephens Chris founded and served as CEO for Collaboration Capital, an investment advisory practice predicated on ESG principles and the power of for-profit enterprise to solve for complex, growing problems. A stalwart believer in the importance of active community engagement and civic leadership on the part of corporate citizens,
Keywords Wealth planning, wealth transfer to children, ESG, Environmental, Social and Goverance investing, estate planning, investments, stock, concentrated stock, company stock, capital gains, Comprehensive fiduciary financial planning, Holistic wealth preservation strategies, Values-based investment management, ESG and socially responsible investing services, Legacy planning for multigenerational wealth, Tax-advantaged charitable giving strategies, Discretionary portfolio management services, Private client wealth solutions, financial advisor for small business owners, Wealth management services for professionals, Financial planning for tech industry employees with stock options, Retirement planning, Financial services for blended families and complex estates, Estate planning for investors, Fiduciary financial advisors for high-net-worth individuals, Best investment strategies for retirement income, Financial planning for early retirement goals, Minimizing capital gains taxes through portfolio rebalancing, Managing wealth during a major life transition, Planning for long-term care without draining retirement savings, Fee-only fiduciary advisor with a holistic approach, Ethical financial planning with transparent fees, Independent financial advisor with a client-first focus, Personalized investment strategies aligned with your values, Wealth management firms specializing in retirement planning.
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