Chris supports Tanglewood’s trading and operations functions, including trade execution, new account setup, investment policy changes, and the preparation of client reports. He also gathers data from clients and manages data entry into the firm’s systems.

Prior to joining the team, Chris was a Trading Associate at HFG Wealth Management, where he developed hands-on experience in trading operations. Before that, he spent more than five years at Zions Bancorporation as a Fiduciary Administrator in Operations, building a strong foundation in trust and fiduciary services.

• B.B.A in Finance (minor in Banking), Sam Houston State University