Chris is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He has an integral role in developing and modifying the firm’s overall investment policy and security selection process. Within the IPC, he is responsible for selecting and supervising the mid-cap growth equity holdings for the firm.
Initially the Director of Research, Chris has since established himself as a trusted financial planner, developing expertise in comprehensive financial planning for professionals and small businesses. He is among the firm’s top representatives and a member of Royal Alliance Associates, Inc.’s “Royal Court”. In 2015, Rep. Magazine ranked Chris #43 on its list of the “Top 50 NextGen Independent Broker-Dealer Advisors”* in the United States.
Chris is not only a resource to Cassaday clients, but to the media as well. In 2017, Forbes invited Chris to be a regular contributor to share his knowledge with investors across the nation. View his articles here.
As a member of the board of trustees for Cassaday & Company, Inc.’s Donor Advised Fund, Chris takes an active role in determining the beneficiaries of the fund, the allocation of distributions, and is dedicated to improving support of the fund. The mission of the Donor Advised Fund is to create opportunities that otherwise would not exist by providing basic necessities like food, water, medical care, refuge, shelter, sanctuary, education, and training.
Chris is a graduate of Radford University with a bachelor’s degree in finance. He is a CERTIFIED FINANCIAL PLANNER™ CFP®, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program. He also holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business. Chris attained the Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning.
Chris is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country; he holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses.
Chris currently lives in Herndon, Virginia with his wife Elizabeth, and three children, Emily, Christopher, and Abby.