Chris Maxey Email & Phone Number
Chief Market Strategist @ Wealthspire Advisors
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Chris Maxey Location
- Washington, DC, US
Chris Maxey Work
- 2022 -now Chief Market Strategist @
- 2019 -2022 SVP, Investments @
- 2018 -2019 Director, Investment Research @ Bronfman Rothschild
- 2015 -2018 Senior Portfolio Manager @
- 2008 -2015 Assistant Vice President @ Fortigent LLC / LPL Financial
- 2005 -2007 Portfolio Specialist and Junior Credit Analyst @ SunTrust Institutional Investment Services (formerly Trusco Capital Management)
- 2004 -2004 Intern @
Chris Maxey Education
- American University
Bachelor of Science (Finance)
2002-2004
Chris Maxey Skills
- Portfolio Construction
- Alternative Investments
- Due Diligence
- Macroeconomics
- Portfolio Management
- Portfolio Optimization
- Hedge Funds
- Fund Of Funds
- Mutual Funds
- Managed Futures
- Event Driven
- Fixed Income
- High Net Worth Individuals
- Economics
- Asset Allocation
- Global Macro
- Asset Management
- Investments
- Investment Strategies
- Bonds
- Wealth Management
- Financial Markets
- Investment Management
- Equities
- Bloomberg
- Series 7
- Derivatives
- Investment Advisory
- Financial Services
- Finance
- Capital Markets
- Securities
- Risk Management
- Financial Analysis
- Options
- Equity
Chris Maxey Summary
- Chris Maxey, based in Washington, DC, US, is currently a Chief Market Strategist at Wealthspire Advisors. Chris Maxey brings experience from previous roles at Wealthspire Advisors, Bronfman Rothschild, Steben & Company, Inc. and Fortigent LLC / LPL Financial. Chris Maxey holds a 2002 - 2004 Bachelor of Science in Finance @ American University. With a robust skill set that includes Portfolio Construction, Alternative Investments, Due Diligence, Macroeconomics, Portfolio Management and more. Chris Maxey has 2 emails and 1 mobile phone numbers on RocketReach.
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