Christopher Harris Email & Phone Number
Client Portfolio Manager @ Zevin Asset Management
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Christopher Harris Location
- Boston, MA, US
Christopher Harris Work
- 2022 -now Client Portfolio Manager @
- 2018 -2022 Wealth Management Advisor @
- 2015 -2018 Financial Advisor @
- 2010 -2015 Senior Donor Services Officer @
- 2008 -2009 Community Investment Officer @
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 on RocketReach.
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Top Zevin Asset Management Employees
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