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Christopher Harris Location
Boston, MA, US
Christopher Harris Work
Client Portfolio Manager @ (June 2022 - Present)
Wealth Management Advisor @ (June 2018 - May 2022)
Financial Advisor @ (May 2015 - May 2018)
Senior Donor Services Officer @ (July 2010 - May 2015)
Community Investment Officer @ (April 2008 - November 2009)
Christopher Harris Education
Wesleyan University
Bachelor of Arts
Christopher Harris Skills
Intergenerational Wealth Transfer
Financial Planning
Retirement Planning
Investments
Portfolio Management
Wealth Management
Leadership
Team Building
Social Media
Banking
Public Speaking
Impact Investing
Business Writing
Institutional
Networking
Stewardship
Grants
Community Foundations
Business Development
Relationship Management
Negotiation
Major Gift Solicitations
Fundraising
Strategic Planning
Individual Donor Cultivation
Major Gift Cultivation
Public Policy
High Net Worth Individuals
Social Networking
Nonprofits
Socially Responsible Investing
Economic Development
Policy
Community Outreach
Customer Service
Financial Analysis
Program Development
Non Profits
Donor Advised Funds
Business Strategy
Management
Project Management
Research
Volunteer Management
Philanthropy
Christopher Harris Summary
Christopher Harris, based in Boston, MA, US, is currently a Client Portfolio Manager at Zevin Asset Management. Christopher Harris brings experience from previous roles at TIAA, Morgan Stanley, The Boston Foundation and BNY Mellon. Christopher Harris holds a Bachelor of Arts @ Wesleyan University. With a robust skill set that includes Intergenerational Wealth Transfer, Financial Planning, Retirement Planning, Investments, Portfolio Management and more. Christopher Harris has 2 emails and 1 mobile phone numbers on RocketReach.
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