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Chris Holland

CFA charterholder focused on investments portfolios for HNW clients, 401(k) fiduciary services, and tax shields.

Chris Holland is a seasoned financial professional with a specialized focus on investment portfolio design, lineup construction for retirement plans like 401(k) and 403(b), fiduciary services, and comprehensive employee education.

His expertise includes assisting business owners and investment committees in plan design, maximizing tax efficiencies, enhancing employee contentment, constructing tailored investment lineups, provider evaluation, and conducting interactive participant education sessions.

Chris serves as an in-house Investment specialist for AEPG portfolios, acting as a co-portfolio manager to create investment strategies that align with clients' objectives while managing risk effectively throughout retirement.

He holds a B.S. in Accounting/International Business from Cabrini University, a Master's in the Science of Finance (MSF) from Villanova University, and has a background in finance and accounting from Malvern Prep.

With a rich professional history, Chris has served in various roles including Senior Investment Analyst at Wealth Enhancement Group, Vice President Retirement Solutions and Sr. Portfolio Manager at AEPG® Wealth Strategies, Assistant Vice President of Retirement Plan Services at Greenberg & Rapp Financial Group, Relationship Manager and Investment Consultant at Muntz Financial, and as an Intern at Fesnak and Associates, LLP.

Chris Holland
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Location

Warren, New Jersey, United States