Chris Duerr, Cfa, Cfp®

Chris Duerr, Cfa, Cfp® Email and Phone Number

Managing Director - Investments at Interchange Capital Partners @ Interchange Capital Partners
pittsburgh, pennsylvania, united states
Chris Duerr, Cfa, Cfp®'s Location
Greater Pittsburgh Region, United States
Chris Duerr, Cfa, Cfp®'s Contact Details

Chris Duerr, Cfa, Cfp® personal email

n/a

Chris Duerr, Cfa, Cfp® phone numbers

About Chris Duerr, Cfa, Cfp®

As the Managing Director of Investment Management at Interchange Capital Partners, I lead our investment strategy and risk management efforts.Interchange is a family business advisory firm dedicated to consulting and strategy development for family-owned businesses to assist them in navigating the complex interchanges between themselves, their families, their businesses, and their ownership. With decades of experience, we specialize in helping families and businesses understand where they are today and create comprehensive plans for their future. This involves providing them with the clarity, understanding, and action needed to achieve their goals. By leveraging internal and external expertise, Interchange Capital Partners enhances planning, governance, risk management, and overall strategic direction for family-owned businesses, ensuring long-term sustainability and success. Our singular objective is to help our business owner clients fulfill their aspirations and dreams for their families, their businesses, and their legacies.To learn more about Interchange Capital Partners, visit https://interchangecp.com

Chris Duerr, Cfa, Cfp®'s Current Company Details
Interchange Capital Partners

Interchange Capital Partners

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Managing Director - Investments at Interchange Capital Partners
pittsburgh, pennsylvania, united states
Website:
interchangecp.com
Employees:
7
Chris Duerr, Cfa, Cfp® Work Experience Details
  • Interchange Capital Partners
    Managing Director Of Investment Management
    Interchange Capital Partners Apr 2024 - Present
    View
  • Interchange Capital Partners
    Senior Director-Investments
    Interchange Capital Partners Jun 2020 - Present
    View
  • Ubs
    The Business Transition Group
    Ubs Jun 2017 - Jun 2020
    Greater Pittsburgh Area
    View
  • Ubs
    The Baum Consulting Group
    Ubs Apr 2013 - Jun 2020
  • Massmutual Financial Group
    Financial Advisor
    Massmutual Financial Group Apr 2010 - Apr 2013

Chris Duerr, Cfa, Cfp® Skills

Investment Strategies Strategic Financial Planning Business Analysis

Chris Duerr, Cfa, Cfp® Education Details

Frequently Asked Questions about Chris Duerr, Cfa, Cfp®

What company does Chris Duerr, Cfa, Cfp® work for?

Chris Duerr, Cfa, Cfp® works for Interchange Capital Partners

What is Chris Duerr, Cfa, Cfp®'s role at the current company?

Chris Duerr, Cfa, Cfp®'s current role is Managing Director - Investments at Interchange Capital Partners.

What is Chris Duerr, Cfa, Cfp®'s email address?

Chris Duerr, Cfa, Cfp®'s email address is ch****@****ubs.com

What is Chris Duerr, Cfa, Cfp®'s direct phone number?

Chris Duerr, Cfa, Cfp®'s direct phone number is (904) 853*****

What schools did Chris Duerr, Cfa, Cfp® attend?

Chris Duerr, Cfa, Cfp® attended University Of Pittsburgh, University Of Pittsburgh.

What skills is Chris Duerr, Cfa, Cfp® known for?

Chris Duerr, Cfa, Cfp® has skills like Investment Strategies, Strategic Financial Planning, Business Analysis.

Who are Chris Duerr, Cfa, Cfp®'s colleagues?

Chris Duerr, Cfa, Cfp®'s colleagues are Samuel Hopps, Kathy Saksa, Austin Moore, Paige Miller, Alyssa Albaugh, Kendra Kasznel Reilly, Cfp®,cima ®, Cepa®.

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