Chris Grogan

Manager, Investment Consulting Group at Eventide

Chris Grogan, CFA serves as Manager of the Investment Consulting Group for Eventide. The group helps advisors design portfolio illustrations around values criteria and relevant risk and return objectives.

Prior to joining Eventide in 2019, Mr. Grogan was an Associate Portfolio Manager with Boston Advisors, LLC. In this role, he was tasked with conducting asset allocation studies and building custom portfolio solutions using both internal and third-party strategies. Before that, he was a Financial Planning Analyst with Raymond James.

Mr. Grogan has a dual B.A. in Economics and Finance from Gordon College. He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and CFA Institute.

Location

Boston, United States

Links

Previous companies


Org chart


Teams


Offices


Eventide

23 followers

Eventide Asset Management, LLC is a Boston-based investment adviser practicing "investing that makes the world rejoice®.


Employees

51-200

Links