Christopher L. Eklund, AIF®

Christopher L. Eklund, AIF®

Partner

Chris works primarily with busy executives, wealthy families, and entrepreneurial business owners. He has close to twenty years of management and investment experience at large, national corporations. He specializes in Investment Management, Protection Planning, Wealth Preservation, and Retirement Income solutions.

His goal is to help simplify client’s financial concerns into a manageable and actionable plan. The financial industry is ever evolving and becoming more complex, so it is Chris’ responsibility to his clients that he stays educated and informed to meet their needs today and for years to come.

Chris has been working directly to service the sophisticated investments need of his clients since 2004, constructing portfolios and helping to protect client assets. Chris has been both a Portfolio Manager at a private bank, providing complex wealth management solutions to High Net Worth clients, and a Wealth Manager focused on comprehensive Financial Planning for busy families and small business owners.

He earned a Master of Science degree in Investment Management from the Questrom School of Business at Boston University and a Bachelor of Art degree in Economics and Sociology from Boston College.

Chris enjoys spending time with his wife, Carolyn, and their two young daughters. They all enjoy the beach and travelling as their busy schedules allow. He also enjoys coaching soccer, playing golf, and getting his hands dirty in the garden. Chris currently lives in Kingston and is actively involved in the Kingston Business Association and local town government.

Phone (774) 231-0500 (ext. 203)