Wauwatosa-based Clifton Gunderson has hired Christopher Moss, CFA as its lead advisor and vice president of investments for the firm’s wealth management practice.
“We are eager to leverage Chris’ areas of financial expertise to further strengthen and build our practice in Wisconsin – and across the firm,” said Bob Mathers, president and CEO of Clifton Gunderson’s wealth management subsidiary.
Moss will be responsible for articulating and implementing thoughtful solutions for the wealth planning goals of Clifton Gunderson’s clients. He will also share responsibility for the firm’s capital markets research, which drives the strategic and tactical allocation for our client portfolios.
Moss has more than 17 years of investment and financial planning experience, including 10 years as a registered investment advisor representative. He specializes in sophisticated portfolio construction solutions for business owners, senior executives and high net-worth families.