Chris Duerr, Cfa, Cfp® Email & Phone Number

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

Listed skills include Investment Strategies, Strategic Financial Planning, and Business Analysis.