Chris McCrea, CFA, CAIA

Chris McCrea, CFA, CAIA

Director, Investment Specialist Sub-Advisory

Chris McCrea, CFA, CAIA, is director, investment specialist sub advisory responsible for business development within the intermediary channel, including RIAs, family offices and sub-advisory relationships. Prior to joining the organization, Chris held positions of portfolio strategist, national sales desk director, business development consultant, variable internal wholesaler and guaranteed internal wholesaler for Jackson National. Chris also served as an insurance and financial service associate at Prudential Insurance. Chris has 11 years industry experience and joined the firm in 2017. He earned his BS in business administration from Elizabethtown College. Chris is a CFA® and a CAIA® charterholder. He maintains the Series 7, 24, 63 and 65 licenses and is a registered representative of Foreside Fund Services, LLC. He also holds the Series 3 registration with the National Futures Association.

Chris McCrea, CFA, CAIA
Mark Johnson, CFA

Intermediary Sales Team

Mark Johnson, CFA

Managing Director, Head of Strategic Partnerships

Stephanie Armbruster

Intermediary Sales Team

Stephanie Armbruster

Senior Sales Associate, Strategic Partners

Mitch Steger, CAIA

Intermediary Sales Team

Mitch Steger, CAIA

Associate Director, Investment Specialist Sub-Advisory

Mark Johnson, CFA

Intermediary Sales Team

Mark Johnson, CFA

Managing Director, Head of Strategic Partnerships

Stephanie Armbruster

Intermediary Sales Team

Stephanie Armbruster

Senior Sales Associate, Strategic Partners

Mitch Steger, CAIA

Intermediary Sales Team

Mitch Steger, CAIA

Associate Director, Investment Specialist Sub-Advisory