Christopher Holland

CFA™
  • Wealth Management Advisor
  • Investment Specialist

Christopher brings his extensive experience in the financial services industry to his role concentrating on client investment portfolios. His approach emphasizes risk management by taking a broad, top down perspective to evaluating investment alternatives in the context of macro and microeconomic trends.

Christopher oversees Barnum Wealth Management’s Investment Committee comprised of professionals from the firm as well as representatives from some of the industry’s top investment management firms. The committee meets quarterly to share insights and discuss strategic direction of the various capital markets and their potential impact on risk and return. Additionally, Christopher monitors a wide range of economic, investment, and government policy data daily and provides timely updates and insights to his team members and their clients. He plays an integral role in the investment strategy component of the firm’s financial planning process. He also collaborates on individual case consultations including concentrated stock positions and other capital markets-related issues.

He holds the Chartered Financial Analyst™ (CFA™) designation which requires candidates to pass multiple exams covering areas including economics, ethics, money management, and security analysis. Prior to joining Barnum, Christopher designed and developed quantitative trading strategies and managed an absolute return hedge fund. He also served as head of international operations for Weeden and Co. and head of United States operations for CF Global, LLC. Christopher also spent over a decade working in various management capacities at several major financial organizations.

A graduate of Phillips Academy at Andover and Lehigh University, Christopher and his wife Susan are the proud parents of three daughters and reside in New Canaan, Connecticut.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

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