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
- Chief Investment Officer and Partner @ (June 2024 - Present)
- Portfolio Manager @ (September 2011 - February 2025)
- Portfolio Manager @ (July 2011 - September 2011)
- Portfolio Analyst @ (January 2008 - July 2011)
Christopher Lai Education
- State University of New York at Buffalo
M.A. (Financial Economics)
2006-2008 - Nanyang Technological University Singapore
B.A (Materials Science and Engineering)
2002-2006 - CFA Institute
(CFA Society of Rochester)
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 M.A. in Financial Economics @ State University of New York at Buffalo. With a robust skill set that includes Options, Equities, Portfolio Management, Valuation, Investments and more. Christopher Lai has 3 emails and 2 mobile phone numbers on RocketReach.
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