Chris Roy Email & Phone Number
Partner, Relationship Manager @ PUREfi Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Chris Roy Location
- Boston, MA, US
Chris Roy Work
- 2026 -now Partner, Relationship Manager @
- 2022 -2025 CEO and Founder - Acadiance LLC (incubated @ Roux) @
- 2019 -2022 Senior Client Strategist - BNY Mellon Wealth Management @
- 2017 -2019 Managing Director - Private Banking, Wealth, and Trust @
- 2013 -2016 Director, Client Advisory - Multi-Family Office @
- 2009 -2012 Vice-President - Fidelity Institutional Wealth Services @
- 2005 -2008 Director - Clearbrook Global Investment Solutions @
- 2004 -2005 Vice-President - Merrill Lynch Global Private Client @
- 2002 -2003 Sr. Product Manager - Schwab Equity Ratings @
- 2001 -2002 myCFO - Multi-Family Office @
Chris Roy Education
- Bowdoin College
AB (Lacrosse, Captain, All-New England)
1988-1992 - The Roxbury Latin School
(Lacrosse, Captain, All New-England)
1982-1987 - Dexter Southfield School 1978-1982
Chris Roy Skills
- Marketing
- Facebook Marketing
- Wealth Management
- Online Marketing
- Business Development
- Business Strategy
- Sales
- Advisory
- Account Management
- Linkedin Marketing
- HTML
- Investment Advisory
- CRM
- Alternative Investments
- Leadership
- Financial Advisory
- Separate Accounts
- Public Speaking
- Wealth Preservation Planning
- Sfo
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- Capital Markets
- Foundation
- Investments
- Endowments
- Investment Committee Chair
- Institutional Investments
- Asset Allocation
- Strategic Planning
- Financial Services
- Multi Family Office
- Equities
- Family Office
- Global Investment Management
- Mutual Funds
- Equity Research
- Investment Strategies
- Real Estate
- P&L Management
- Asset Management
- FinTech
- Product Management
- Conference Speaking
- Endowment Funds
- Private Equity
- Management
- Product Development
- Foundations
- Trading
- Non Profit Boards
- Venture Capital
- Endowment
- RIA
- Securities
- Hedge Funds
- Private Placements
- On Camera Interviews
Chris Roy Summary
- Chris Roy, based in Boston, MA, US, is currently a Partner, Relationship Manager at PUREfi Wealth. Chris Roy brings experience from previous roles at ClimateTech Incubator at Northeastern University’s Roux Institute, BNY Mellon, Boston Private and Windrose Advisors. Chris Roy holds a 1988 - 1992 AB in Lacrosse, Captain, All-New England @ Bowdoin College. With a robust skill set that includes Marketing, Facebook Marketing, Wealth Management, Online Marketing, Business Development and more. Chris Roy has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Chris Roy?
Find contact details for 700 million professionals.
Others Named Chris Roy
Chris Roy
Partner, Relationship Manager
Boston, MA, US
Chris Roy
VP Product Management
Sheffield, GB
Chris Roy
Regional Director Of Operations
Ontario, Canada
Chris Roy
Founder
Boise, ID, US
Chris Roy
Director of Summer and Special Programs
Bunkie, LA, US
Chris Roy
Senior Director, Product Design Architecture
Seattle, WA, US
Top PUREfi Wealth Employees
Nicole Buckman
Client Service Manager
Boston, MA, US
Chris Roy
Partner, Relationship Manager
Boston, MA, US
Timothy Jones
Partner, Senior Wealth Advisor
Boston, MA, US
William Nichols
Partner, Business Development
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co