With over two decades in the financial services industry, Chris has built a diverse and accomplished career. He began as an equities and options broker in 2001, where he gained foundational expertise in financial markets. In 2005, Chris founded JLCC Capital Management, LLC, a long-short equity fund catering to high-net-worth investors. He then gained experience in the banking industry by joining HSBC in 2012 and held various roles, including Premier Relationship Manager, Financial Advisor, and Branch Manager, primarily serving international clients with complex lending and wealth management needs.
In 2019, Chris joined Net Worth Management Group, where he provided tax-efficient strategies and comprehensive wealth management services to individuals, families, and businesses. In 2024, Net Worth Management Group merged with The Falcon Financial Group, LLC. Chris is excited to collaborate with a team of highly experienced professionals and will continue to assist clients while leveraging the combined strength and resources of two companies with over 100 years of experience.
Chris graduated from Vassar College with a bachelor's degree in Italian, earning departmental honors, and a correlate in analytic philosophy. He is married to Jessica Yunker, and together they have two children who keep them very busy. The family enjoys hiking, cooking, and participating in community activities. Chris is also actively involved in his daughter's Girl Scout troop, serving as Treasurer, and holding a certification as a camping and overnight specialist by Girl Scouts of the USA.
Licenses: Life and health insurance in various states
FINRA Securities registration: Series 7, 66.