Chris Coble
Gestionnaire de Portefeuille-Actions chez Ridgecrest Wealth Partners LLC
Profil
Mr. Christopher J.
Coble is a Partner, Financial Advisor & Portfolio Manager at Ridgecrest Wealth Partners LLC.
He joined the firm in 2021, bringing over 16 years of financial services experience, working with a diverse set of clients.
Mr. Coble started his career in 2005 with the investment manager Franklin Templeton in San Mateo.
Over the next decade, he worked with institutional and ultra high net worth clients, advising them on investing across a broad set of asset classes from private equity to impact investments.
In 2019 he joined Morgan Stanley where he was a Vice President and Senior Portfolio Manager in their Wealth Management division.
His background enables him to provide thoughtful insights across all asset classes, and tailor portfolios based on his clients specific needs and priorities.
He focuses on helping clients navigate their financial lives and recognizes that every client is unique and therefore needs a customized solution to achieve their goals.
He graduated from the University of Southern California in 2004 where he studied corporate finance and was a member of the swim team, specializing in the butterfly and individual medley events.
Postes actifs de Chris Coble
Sociétés | Poste | Début |
---|---|---|
Ridgecrest Wealth Partners LLC
Ridgecrest Wealth Partners LLC Investment ManagersFinance Ridgecrest Wealth Partners LLC is a registered independent financial planning and wealth management firm headquartered in Mill Valley, California. It was founded by Steven Romjue in 2020. The firm provides asset management, financial consulting, and investment advisory consultation to a variety of clients, such as individuals, high net-worth individuals, trusts and estates, individual participants of retirement plans. | Gestionnaire de Portefeuille-Actions | 01/01/2021 |
Formation de Chris Coble
University of Southern California | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Ridgecrest Wealth Partners LLC
Ridgecrest Wealth Partners LLC Investment ManagersFinance Ridgecrest Wealth Partners LLC is a registered independent financial planning and wealth management firm headquartered in Mill Valley, California. It was founded by Steven Romjue in 2020. The firm provides asset management, financial consulting, and investment advisory consultation to a variety of clients, such as individuals, high net-worth individuals, trusts and estates, individual participants of retirement plans. | Finance |