Executive Vice President of Investment Management
Chief Investment Officer
From the inception of legacy Financial Engines in 1996, Chris has championed a personalized, rigorous approach to investment management and a strong commitment to a fiduciary standard of care. Working closely with Nobel laureate and legacy Financial Engines founder William F. Sharpe, Chris built and led a team of experts in finance, economics, and mathematics who developed the groundbreaking financial methodology that underlies the company’s Online Advice and Professional Management services. These innovations have greatly expanded the access to high quality, objective advice to help millions of Americans achieve their financial goals. Today, at Edelman Financial Engines, Chris’ team is responsible for investment analysis, financial research and development, portfolio management, data science and engineering for the millions of people who use the firm’s services.
Well known in financial circles, Chris is frequently featured in articles from The New York Times, The Wall Street Journal, Bloomberg, BusinessWeek, Newsweek, Fortune, Forbes, and other national and regional publications. Additionally, Chris is a well-respected and strong advocate for investor rights with policymakers and regulators in Washington, DC. He is also the author of the book The Intelligent Portfolio: Practical Wisdom on Personal Investing from Financial Engines.
Prior to joining legacy Financial Engines as the firm’s third employee, Chris spent six years as a consultant for Cornerstone Research, an economic and financial consulting firm specializing in corporate litigation.
Chris received master’s degrees in Business Technology and Engineering-Economic Systems, and a bachelor’s degree in Quantitative Economics, all from Stanford University.