"I work with the Investment Management team to convert complex financial data into clear, actionable insights."
We are proud to recognize Christopher on his 2nd anniversary with Globe Wealth!
Christopher works closely with Chief Investment Officer and Wealth Manager, Regina M. Kozsan, CFP® conducting ongoing research and offering investment recommendations to the team with the goal of enhancing client outcomes. When he’s not conducting investment research for our clients, you can often find Chris hunting, fishing or hiking one of New Hampshire’s 48 4,000-foot mountains.
Professional Designations and Registrations:
- Securities Industry Essentials® [SIE®] Exam
- Series 7 – General Securities Representative Exam
- Series 66 – Uniform Combined State Law Exam
Christopher's Core Responsibilities:
Client Service & Relationship Management | Account Servicing | Compliance & Regulatory Awareness
- Assist with updating models and rebalancing client accounts
- Maintain portfolios by updating notes with the CIO for both portfolio models and individual portfolios
- Research investments and assist in the due diligence of the recommended portfolios
- Monitor equities within individual client accounts with the CIO
- Engage in ongoing research and offer recommendations to the team to add equities, or other securities, with the goal of generating additional Alpha for the client
- Work with the CIO to establish and monitor client portfolios and keep them in line with the client’s risk tolerance and time horizon
Christopher R. Gelinas
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
