Chris Roy Email & Phone Number
Partner, Relationship Manager @ PUREfi Wealth
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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 @
- 1999 -2000 Senior Business Analyst - Internal VC and StratCon Team @
- 1994 -1998 Assistant VP, Quant Equity Research and Portfolio Management @
Chris Roy Education
- Bowdoin College
AB (Political Science and Government)
1988-1992 - Bowdoin College
AB (Lacrosse, Captain, All-New England)
1988-1992 - The Roxbury Latin School
(Lacrosse, Captain, All New-England)
1982-1987 - The Roxbury Latin School 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 Political Science and Government @ 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.
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