Chris Roy

Senior Client Strategist

With work experience over 11 years, Chris Roy is currently working at Windrose Advisors that is based in 499 as a Director, Client Advisory Group. Chris received his education from 1988 to 1992 at the Bowdoin College. the professional speaks French fluently. This professional is located in Waltham, Massachusetts. To contact directly with Chris, you can look for their phone or e-mail address or receive exhaustive info by requesting access to Chris Roy's further details on this website.
Name variants:
Christian Roy, Christopher Roy, Christine Roy, Crystal Roy

Contact Information

Last Update
Jul 6, 2022
Email
to**@gmail.com
Location
Waltham, MA

Workplace

Windrose Advisors
Director, Client Advisory Group

Waltham, MA

Industry

Financial Services, Management Services, Nonclassifiable Establishments

Work History

Director, Client Advisory Group

Boston, MA
http://windroseadvisor.com/staff/chris-roy/
from Jan 2013

Education

1988 — 1992
1982 — 1987
1978 — 1982

Occupations

Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Alternative Investments
Investment Advisory
Investments
Wealth Management
Portfolio Management
Asset Management
Asset Allocation
Institutional Investments
Conference Speaking
Endowments
Foundations
Family Office
Public Speaking
Product Development
Product Management
Global Investment Management
Hedge Funds
Private Equity
Real Estate
Venture Capital
Separate Accounts
P&L Management
Strategic Planning
Ria
Wealth Preservation Planning
Wealth Management Services
Private Placements
Non Profit Boards
Endowment Funds
Equities
Mutual Funds
Capital Markets
Investment Strategies
Trading
On Camera Interviews
Fintech
Financial Advisory
Business Development
Management
Leadership
Financial Modeling
Equity Research
Securities
Financial Services
Sfo
Multi Family Office
Investment Committee Chair
Endowment
Foundation
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