Chris D. Roman

, CIC

Senior Vice President

Chris Roman is a senior relationship manager with more than 50 years of investment management experience in equities and fixed income securities.

Chris joined the firm in 1996 from Eaton Vance Management, where he served as a vice president and senior portfolio manager. In this role, he was responsible for managing portfolios for individuals and large institutions. He was also actively involved in the firm’s investment policy and asset allocation process.

Previously, Chris served as a fund manager with Wells Fargo Bank, where he managed the bank's commingled equity investment funds and key corporate pension accounts.

He serves as chairman of the finance committee of St. Agnes Parish in San Francisco.

Chris earned his Bachelor of Arts from the University of California (Berkeley) and his Master of Business Administration from the University of Santa Clara. He is currently a member of the CFA Institute, a member of the Investment Adviser Association and holds the Chartered Investment Counselor designation.