Chris Wallace

Analyst-Equity bei

New England Professional Planning Group, Inc.

Finance

Consumer Services

Profil

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.

Aktive Positionen von Chris Wallace

Unternehmen	Position	Beginn
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

Alle aktiven Positionen von Chris Wallace

Ehemalige bekannte Positionen von Chris Wallace

Unternehmen	Position	Ende
Mellon Financial Corp. Mellon Financial Corp. Investment ManagersFinance Provides financial services	Corporate Officer/Principal	31.12.2001

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	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