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.
