Education

  • Master's Degree in Finance from Temple University, Philadelphia, PA
  • Bachelor of Science in Accounting from Temple University, Philadelphia, PA
  • Passed C.P.A Exam
  • Taught Financial Literacy to under privileged children at St. Gabriel's Hall as part of SEI Cares Program (2016-2019)

Overview

Chris is a Chief Financial Officer who serves CliftonLarsonAllen LLP's Fund Administration clients and also assists managing the Fund Administration Team. Prior to joining CliftonLarsonAllen in November of 2019, Chris worked for 25 years at SEI out of their Oaks, Pennsylvania headquarters in a variety of Fund Administration Leadership roles. In those roles, Chris managed some of SEI's high profile clients, acted as CFO/Treasurer and oversaw the accounting and administrative activities for SEI's clients. Chris has also spent some time as a Fund Accounting Manager for P.F.P.C in Wilmington Delaware and prior to that spent time at a smaller Fund Administration shop based in Conshohocken, Pennsylvania.

Experience Serving Clients

As a Chief Financial Officer, Chris has direct experience working with CLA's Fund Administration clients, providing CFO services to our Fund Managers.   Additionally, Chris has a wealth of experience working with senior executives, managers and fund boards from prior roles. Chris also provides team leadership and mentoring for the overall Fund Administration Team. Chris is skilled in a variety of disciplines including:

·        Team Development

·        Audit Management

·        Policies and Procedures Development

·        Client Services

·        Project Management

·        Complex Investment Vehicles

·        Internal Control Development

·        Risk Management

·        Issue Resolution

·        Real Estate Funds

 

Upcoming speaking engagements

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Resources and event materials

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