Private Advisor, Managing Director
Chris DeGrace is a Managing Director, Private Advisor at Rockefeller Global Family Office. Prior to Rockefeller, he was a Managing Director, Financial Advisor, and Chartered Financial Analyst® (CFA®) professional with Truist Investment Services, Inc. He primarily focuses on comprehensive asset management, investment strategies, advisory services, and estate strategies that help accredited, high-net-worth investors meet their immediate and future goals, as well as consults on risk protection and retirement planning. Additionally, Chris’s alternative investment experience allows him to provide clients an option to participate in institutional type investment models; which perform differently than traditional retail asset allocation. He follows a disciplined process of assessing their financial situation to determine their risk tolerance, forming and executing an appropriate investment strategy, and performing regular portfolio rebalancing and reporting to obtain measurable results.
Chris’ career began over 20 years ago at Bear Stearns, where he worked with high-net-worth individuals, before he moved to Smith Barney as a private financial advisor. He’s a member of the CFA® Society in Orlando.
Chris received his BS in Financial Planing from University of Alabama.
An active member of the Winter Park High School Foundation, he and his wife, Katie have two children. In his spare time, he enjoys traveling, golfing, and boating.