Chris Moss


Chris has served individual clients for more than 25 years, working closely with them to identify their unique personal objectives.  His extensive investment experience, combined with a natural curiosity about people and business, allows him to develop close relationships with his clients while serving as a thought leader for the firm.


Chris graduated Magna Cum Laude from Saint Norbert College in De Pere, Wisconsin.  He has also earned the Chartered Financial Analyst designation from CFA Institute, Charlottesville, VA.

In the community

Chris currently serves on the Board of Directors for Reach Counseling, a health care agency committed to the understanding of and response to emotional, sexual and physical abuse.

He is also a past Investment Committee member for the Oshkosh Community Foundation.