Chris is a CFA® charterholder with a comprehensive background in corporate finance, having spent the past decade providing financial planning and analysis, mergers and acquisitions, business valuation, capital structure, specialty tax, and strategic business consulting services to companies across a wide variety of industries.
As a principal in Baker Tilly’s CFO advisory practice, Chris has extensive experience managing engagements and serving clients ranging from owner-operated businesses to multi-national public corporations. He is highly proficient in complex financial modeling, using his expertise to deliver actionable insights and forward-looking information critical for informed decision making and strategic planning.
Prior to joining the firm, Chris spent more than five years working in investment-related roles at a multinational financial services corporation, most recently serving as a senior investment specialist, where he was responsible for portfolio implementation, investment modeling, transaction services, and complicated portfolio and financial analysis.
- Project finance and ROI modeling
- Sell- and buy-side M&A consulting
- Strategic alternatives analysis and scenario modeling
- Debt and financial covenant design
- Capital budgeting and allocation planning
- Complex capital structure waterfall modeling
- Equity buy/sell and related agreements
- Long range business projections and strategy development
- CHIPS Act, CARES Act, American Rescue Plan Act and other legislative expertise
- CFA Institute & Boston Securities Analysts Society
- Association for Corporate Growth
- Boston Private Equity Network
- Chartered Financial Analyst®, charterholder
- Certification in Applied Financial Modeling, Factset
Location
Boston, MA
Education
Bachelor of Science in business studies and finance
Southern New Hampshire University