Chris is a Tax Manager at the firm. In this role, he provides individual, fiduciary and gift tax preparation services. In addition, he offers tax consultation and planning services for the Portfolio Managers and clients of the firm.
Chris brings over 20 years of tax experience to our clients, including serving as a Tax Advisor at Loring Wolcott & Coolidge, a private trust company. Prior to Loring Wolcott & Coolidge, Chris was a Tax Director with CBIZ Tofias, a national tax and advisory service firm. He was also a Tax Manager at Choate, Hall & Stewart LLP, a private law firm.
Chris lives in Rhode Island with his family and has been with Northeast since 2018. He is a member of the National Association of Enrolled Agents.
Education & Certification
Rhode Island College, MPAc. – 2004
University of Rhode Island, B.A. – 1997
CERTIFIED FINANCIAL PLANNER™
Enrolled Agent