Founder, Katama Wealth Partners
Financial Advisor
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Christopher launched Katama Wealth Partners following a 10-year tenure at UBS Financial Services Inc. He graduated from Bryant College in March 1994 with a Bachelor of Science in Business Administration, double majoring in Management and Finance. He is excited to bring his experience to his own brand and is passionate about working in the best interest of his clients.

Christopher began his career in September 1994 with a major retirement plan provider, focusing on all aspects of corporate retirement plan administration. In November 1998, he joined the predecessor firm of A.G. Edwards in Wellesley, MA, where he specialized in comprehensive wealth management for affluent families and institutional businesses. Today, Christopher leverages his extensive knowledge and experience to serve families through Katama Wealth Partners.

In December 2008, Christopher earned the Chartered Retirement Plan Specialist (CRPS^®) designation from the College for Financial Planning, demonstrating his in-depth expertise in the corporate retirement plan industry.

Christopher enjoys spending time with his wife, Nicole, and their two children, Sophia and Bryce, in Walpole, MA. He is actively involved in the community, serving on a leadership committee for a local private high school in Southeastern Massachusetts. In his free time, he enjoys golf, basketball, tennis, and traveling.

Education
Bryant College, Bachelor of Science in Business Administration, double major in Management and Finance

Credentials
Chartered Retirement Plans Specialist™