About
Chris has over 30 years of experience providing investment advisory and wealth management services for high-net-worth individuals and business owners. Chris began his career with Morgan Stanley and went on to become one of the founding partners of Marcum Wealth in 2006.
In his current role as Senior Vice President with Wealth Enhancement, Chris focuses on providing wealth management and investment consulting services to a broad range of clients, including high-net-worth individuals and business owners. Chris holds the CEPA (Certified Exit Planning Advisor) designation. He specializes in helping business owners navigate through business transitions. He has been featured in numerous articles relating to investment management in publications that include Crain’s Cleveland Business and Smart Business Magazine.
Chris has 3 sons and lives in Cleveland, Ohio and Tampa, Florida. He enjoys traveling around the world. He also is a Director on the Foundation Board for Cuyahoga Community College and sits on the Finance Committee.
Education
- BA - Business Administration, Cleveland State University
Resources from Christopher Bart
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