![Chris Wallace](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Chris Wallace
Analyst-Equity presso
New England Professional Planning Group, Inc.
Profilo
Mr. Christopher G.
Wallace, CFA, is a Principal & Financial Advisor at New England Professional Planning Group, Inc.
Prior to joining Professional Planning Group, Mr. Wallace was a vice president and portfolio manager at Mellon Private Wealth Management where he provided investment management and trust services to high-net-worth families, endowments and foundations.
He also served in various research, product management, investment sales and marketing roles at The Boston Company, a global asset management firm, and its affiliate, Funds Distributor, Inc. (both prior associate companies of Mellon).
He earned a Bachelor of Arts degree with honors distinction in Economics from Hobart College and also graduated from the New England School of Banking’s trust and estate planning program at Williams College.
He is a CFA charterholder.
Posizioni attive di Chris Wallace
| Società | Posizione | Inizio |
|---|---|---|
New England Professional Planning Group, Inc.
 New England Professional Planning Group, Inc. Investment ManagersFinance PPG employs fundamental and technical analysis when evaluating securities for potential investments. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. | Analyst-Equity | 01/01/1998 |
Precedenti posizioni note di Chris Wallace
| Società | Posizione | Fine |
|---|---|---|
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Provides financial services | Corporate Officer/Principal | 31/12/2001 |
Formazione di Chris Wallace
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
44
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Provides financial services | Finance |
Hobart & William Smith Colleges
 Hobart & William Smith Colleges Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Williams College
 Williams College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New England Professional Planning Group, Inc.
New England Professional Planning Group, Inc. Investment ManagersFinance PPG employs fundamental and technical analysis when evaluating securities for potential investments. The investment strategy for a specific client is based upon the objectives stated by the client during consultations. | Finance |
