Chris L. Ostapiak CFA
Chris is involved in the daily asset management, analysis and product research for our clients. She joined the team in June 2013 with over 20 years of experience in financial services. Chris most recently worked as an investment analyst at a wealth management firm serving high-net-worth clients. Prior to that, she held positions in foreign exchange sales, securities analysis and economic research at Lehman Brothers and JPMorgan.
Chris earned a BA in Economics from the University of Pennsylvania and an MBA in International Finance from NYU Stern School of Business. She holds Series 7 and 66 securities registrations.
Chris lives in Morristown and enjoys gardening, reading, and traveling off the beaten path.