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Christopher Bowman, CFP®, CAIA®, CAP®
- Masters in Finance, University of Houston, 2009
- B.S., Texas A&M University, 2005
- UBS Private Wealth Management (2008 to 2020)
- Merrill Lynch Private Banking & Investment Group (2006 – 2008)
- Certified Financial Planner (CFP®) 2011
- Chartered Alternative Investment Analyst (CAIA) 2013
- Chartered Advisor in Philanthropy (CAP) 2007
- Experience in security and portfolio analytics, computer modeling using both proprietary research models and third party vendor program