J. Christopher Persico

Chris Persico has over 35 years of experience as a finance and investment professional. He earned progressive positions with MNC Financial, Alex Brown & Sons, and Morgan Stanley prior to establishing his own wealth management and investment advisory firm in 2001.  He holds the professional accreditations of the Series 7, 63, and 65 Securities Registrations. Chris’ passion lies within the intricate relationships that develop while working in partnership with families and businesses towards their financial success.

He takes pride in his philanthropic and charitable endeavors and has dedicated many years of service to local and national organizations, providing his time and financial expertise. He is a Board Member (Emeritus) of the Alzheimer’s Association after dedicating years of service on local and national initiatives. He served as President, Treasurer, and Director of Finance for The Chartwell Golf and Country Club, where he was also a founding member of The Chartwell Foundation, an organization that provides grants to various organizations in his local community.

Chris is a native Marylander, a resident of Naples, Florida, and generally shares time between the two. He enjoys sharing free time with family and friends boating on the Chesapeake Bay and the waterways of Florida, playing golf, and exploring new travel destinations. He graduated from Calvert Hall College HS and attended Roanoke College in Virginia where he earned a B.S. in Business Administration in addition to serving as the Chairman of both the Academic Integrity and Judicial Board of Directors.