Christopher G. Wallace

Financial Advisor at New England Professional Planning Group, Inc.

Christopher G. Wallace

Christopher G. Wallace

Financial Advisor at New England Professional Planning Group, Inc.

Biography

Mr. Christopher G. Wallace, CFA, is a Financial Advisor & Investments Analyst at New England Professional Planning Group, Inc. In this role, he works directly with clients to establish and implement portfolio strategies based upon individual client objectives. He also assists in establishing the firm’s investment strategy and policy.Prior to joining Professional Planning Group, he was a Vice President and Portfolio Manager at Mellon Financial Corporation’s Private Wealth Management group where he managed $150 million in client assets and provided investment management and trust services to high net worth individuals, corporations, foundations, and endowments.He has a BA in Economics, with honors, from Hobart College.

Overview
RelSci Relationships

184

Relationships
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Consultant at European Bank for Reconstruction and Development

Relationship likelihood: Strong

Founder at New England Professional Planning Group, Inc.

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Financial Advisor at New England Professional Planning Group, Inc.

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Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Member, Advisory Team at New England Professional Planning Group, Inc.

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Member, Advisory Team at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Chief Financial Officer at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Compliance Officer at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Professional at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Professional at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

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Christopher G. Wallace
Financial Advisor at New England Professional Planning Group, Inc.
Education

HOBART AND WILLIAM SMITH COLLEGES HAVE A MISSION OF PROVIDING A STUDENT-CENTERED RESIDENTIAL LEARNING ENVIRONMENT GROUNDED IN THE VALUES OF EQUITY AND SERVICE.

Williams College is a private liberal arts college located in Williamstown, Massachusetts, United States. It was established in 1793 with funds from the estate of Ephraim Williams. Originally a men's college, Williams became co-educational in 1970. It is located in Williamstown, MA, USA.

Career History
Financial Advisor
2002 - Current

Professional Planning Group provides comprehensive wealth management services to individuals, families, businesses, foundations and endowments. Its services include investment planning, retirement planning, estate conservation, college funding, risk management, and tax management. The company was founded by Malcolm A. Makin in 1976 and is headquartered in Westerly, RI.

Vice President & Portfolio Manager
1997 - 2001

Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation's businesses are divided into two overall reportable groups - Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors

Other Affiliations

Christopher G. Wallace is affiliated with New England Professional Planning Group, Inc., Mellon Financial Corp.

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