Christopher Gee is CIO and leads the firm’s development and communication of investment strategies and policies, supervises and oversees the investment process, and makes decisions on asset allocation, external investment managers and funds, and risk management across portfolios. He also produces thematic investment ideas for the firm’s high and ultra-high net worth clients.
Chris began his career at RBG Capital LLC in 2010 in the firm’s Corporate Finance division. During this time, he provided strategic and financial advisory services for investment banking engagements working with private equity/debt firms, financial institutions, family offices, etc. This prior experience provides Chris a unique perspective on capital markets and his approach to investment research & analysis.
A Valley native, Chris holds BBA and BS degrees from Arizona State University and Series 7 & 66 registrations with FINRA