Chris Grogan, CFALeave a Comment
Chris Grogan, CFA serves as a Senior Portfolio Consultant for Eventide. As a member of the Investment Consulting Group, he 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.