Christopher Lai Email & Phone Number
Chief Investment Officer and Partner @ Ascent Wealth Partners, LLC
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Christopher Lai Location
- New York Mills, NY, US
Christopher Lai Work
- 2024 - now Chief Investment Officer and Partner @
- 2011 - 2025 Portfolio Manager @
- 2011 - 2011 Portfolio Manager @
- 2008 - 2011 Portfolio Analyst @
Christopher Lai Education
- University at Buffalo 2006 - 2008
- Nanyang Technological University Singapore 2002 - 2006
- CFA Institute
(CFA, Investment Management)
Christopher Lai Skills
- Options
- Equities
- Portfolio Management
- Valuation
- Investments
- Asset Allocation
- Fixed Income
- Trading
- Derivatives
- Risk Management
- Microsoft Excel
- Customer Service
- Training
Christopher Lai Summary
- Christopher Lai, based in New York Mills, NY, US, is currently a Chief Investment Officer and Partner at Ascent Wealth Partners, LLC. Christopher Lai brings experience from previous roles at Ascent Wealth Partners, LLC and Strategic Financial Services. Christopher Lai holds a 2006 - 2008 University at Buffalo. With a robust skill set that includes Options, Equities, Portfolio Management, Valuation, Investments and more. Christopher Lai has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Ascent Wealth Partners, LLC Employees
Christopher Lai
Chief Investment Officer and Partner
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Neil Edmonds
Partner
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Moshier
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Sophia Tsoupelis
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Clinton, NY, US
Timothy Welchons
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New Hartford, NY, US
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