PROFESSIONAL BACKGROUND

Portfolio Advisor at Fidere Advisors, LLC

Former Portfolio Manager at Strategic Wealth Group, LLC

Former Investment Advisory Committee, Lincoln Financial Advisors / Sagemark Consulting

36-year financial industry experience in portfolio management and financial planning

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SERVICE ROLE 

Portfolio Advisor: Signature Five™ Model Portfolios, customized allocation plans, tax harvesting, re-balancing

Portfolio Risk Oversight: Separate account management, Signature Five™ overlay management

Mean Variance Optimization: Portfolio aggregation, research, testing, and allocation

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EDUCATION

Bachelor of Science (B.S.), Bradley University

Chartered Financial Analyst

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DISTINCTIONS

Active CFA Charter holder, CFA Institute

CFA Exam Grading Captain & Standard Setter 

Economics, Asset Allocation & CFA Prep, Kaplan Inc.

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Advisory Services through Fidere Advisors, LLC. (dba FIDERE), a Registered Investment Advisor. Chris Gerber, CFA does not offer tax or legal advice.  Please consult the appropriate advisor.  The CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute.

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