As a senior investment analyst, Chip is an integral part of the investment research team that performs investment reviews, investment reporting, and advisory services for the firm’s clients—including the construction of investment menus for deferred compensation plans, and the construction and maintenance of portfolios to effectively implement asset-liability management.
Prior to CapAcuity, Chip was a trading and research associate with Hanlon Investment Management in New Jersey, where he managed investments for qualified and non-qualified plans; researched, updated and analyzed investments, and assisted with the firm’s communications and marketing. Previously he was an operations analyst and equity trader with ICC Capital Management (later Highland Capital).
Chip earned his bachelor’s of business administration, finance degree from the Flagler College. He is a Chartered Financial Analyst (CFA) charterholder.