Home » About

Who We Are

"We maintain the highest ethical standards in our interaction with each client, and we practice personal and intellectual integrity."

Chris Blakely is a portfolio manager and has been an investment professional for 24 years. He joined us in 2001, having worked at Standish, Ayer & Wood where he was part of the Institutional Equity Group. He then moved within Standish, Ayer & Wood to the Taxable Client Group as an assistant portfolio manager for individuals, trusts, and foundations. In this role, he gained extensive experience in the management of highly appreciated and individualized portfolios.

Chris graduated with a BS from Colorado State University in 1996.