Senior Wealth Advisor for Wealth Management LLC, Representative for Lion Street Financial LLC
St. Mary's University, Boston University's Questrom School of Business, Boston University CFP
- 16+ years of experience in the financial services industry
- 13+ years of wealth management expertise working with endowments, foundations, and successful individuals and families
- Certified Financial Planner (CFP) with series 7, 63, and 66 designations
Chris Stone has over 16 years of experience in the financial services industry with more than 13 of those years working in the wealth management sphere. Stone's clients include endowments, foundations, and successful individuals and families looking to organize portfolios that are stable, profitable, and lasting. He works with PRW Wealth Management LLC as the senior wealth adviser. Stone also holds the position of registered representative for Lion Street Financial LLC.
His financial career began in 2002, working trading and sales for Harrison Securities and GunnAllen Financial. Stone worked with JPMorgan Chase as a banker with Bank of America as a premier client manager. In 2008, Stone accepted a position as vice president with U.S. Trust, where he worked as the private client manager. After five years, he became a financial adviser with Morgan Stanley and remained there until 2014.
Stone's work with Investopedia began around 2004, when the business was still young and growing. His writing focuses on describing trading strategies and includes two multi-chapter guides. In his ten-chapter Guide to The Conference Board Indicators, he walks readers through the structure and purpose of The Conference Board (CB), which is responsible for setting widely followed indexes. His six-chapter Market Breadth: A Directory of Internal Indicators Stone explains the internal market indicators that help investors determine market direction.
You will see his work republished, in syndication, listed as a referenced work, and on financial sites including Yahoo, Forbes, Seeking Alpha, and Silicon Investor.
Chris earned a Master of Science (MS) in investment management from Boston University's Questrom School of Business in 2011. He also has a bachelor’s degree in business from Mount St. Mary’s University and received a Certificate in Financial Planning from Boston University in 2016.