Christopher Zerbo

As an operations specialist, Chris provides internal support to teams and individuals, so they have the means to provide unparalleled client service. He focuses on back office daily processing, generating the firm’s performance reporting, calculations, and composites, as well as asset allocation compliance testing. Chris also supports system administration functions and provides other operational and administrative support. Christopher has 35 years of experience in different operational roles servicing small and large companies in the financial services industry.

Before joining the firm, Chris was a Portfolio Accountant for The Colony Group where he was responsible for onboarding functions, providing IT support, performance and account reconciliation.

If his free time, Christopher loves kayaking, hiking, traveling and rooting for favorite sports teams.