ÂÜÀòÂÒÂ×

Christopher Herb, CFA®, is currently the Regional Vice President of Fidelity Wealth Services at Fidelity Investments, where they provide comprehensive wealth and benefits planning to corporate executives. Previously, they served in various roles at Fidelity Investments, including VP Regional Planning Consultant and VP, Executive Planning Consultant, advising on complex wealth management strategies. Christopher also held the position of Regional Director at WisdomTree Asset Management, where they consulted on portfolio construction and risk management for financial professionals. They began their career as an Analyst at FleetBoston Financial and hold a Bachelor's Degree in Economics from Trinity College, along with an MBA in Finance and Portfolio Management from the Graziadio School of Business at Pepperdine University.