Chris Beller, CFA

Chris brings extensive experience in financial services, with a background spanning trading, operations, client service, and investment research. Before joining the firm, Chris worked as a Trader at Daybright Financial, where he executed equity, ETF, private equity, mutual fund, and fixed income transactions across multiple custodial platforms. He also worked closely with advisors and clients to develop model portfolios and implement portfolio rebalances. In addition to his trading responsibilities, Chris oversaw ACH money movement, firm-wide client billing, and quarterly revenue reporting.

His broad experience across sales and trading, equities, credit, derivatives, and operations provides a well-rounded perspective that supports both the firm’s investment process and client service.