Back to Team >


Christopher Rafferty, CFP®

Senior Vice President/ Executive Director of Advisory Services

Chris joined the firm in November of 2023 as the Senior Vice President/ Executive Director of Advisory Services.  His day to day includes overseeing and guiding the advisory team, implementing industry best practices, and providing expert advisory services to high-net-worth clients.  Chris joins us from Fidelity Investments where he spent 13 years as a financial planner, a coach, and a branch leader.

Chris received his undergraduate degree in Business Administration from the State University of New York at Buffalo.  Additionally, he has been a practicing CERTIFIED FINANCIAL PLANNER™ since 2012.  Chris also holds the Series 7, Series 66, Series 9/10, and Life & Health licenses.

Outside of work, Chris and his family are members at The Hartford Golf Club where they like to play golf, pickleball, and paddle tennis.  Chris also likes the serenity of sitting by a campfire, coaching his sons in flag football, and watching his daughter play softball and swim.  The Rafferty family believes it is important to give back to the community and are actively involved in several local charitable organizations.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.