Chris Engelman, Cfa® Email and Phone Number
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Chris has nearly three decades of experience providing a differentiated and tailored approach to wealth management with a goal of helping families align their investment objectives with the challenges, values and risk parameters unique to each situation. As Managing Director at Parkside Investments, Chris has an extensive background with portfolio management and design, including publicly traded stocks and bonds, and private equity, real asset and hedge fund investments. He is especially adept at assessing investment risk and how this may affect retirement planning, cash flow planning, trust/estate issues, and charitable giving. Chris' other responsibilities include business development, client management, and fostering a culture of teamwork.Chris focuses on building multi-generational relationships with family members, spending extra time to understand how he and Parkside can add value in each relationship. The approach starts with a blank pad of paper and honest, open dialogue about a family’s values, vision and cultural expectations, and what to prioritize going forward. Chris takes time to identify financial and non-financial goals, unique frustrations and concerns, and what has and hasn’t worked in the past in order to provide insight and guidance for maintaining a family’s legacy.Chris has advised clients including high net worth families, family offices, corporate retirement plans, and not-for-profit foundations. As a small business owner himself, he provides insightful advice and practical application to CEO’s, senior executives and rising executives on a broad spectrum of topics related to their wealth. With a core belief of “continue to build client trust”, investing his own capital alongside his client’s capital comes quite naturally.Chris earned a Bachelor of Arts from Gettysburg College and his MBA in Finance from Washington University in St. Louis. Chris is a CFA® charterholder, Chartered Investment Counselor and member of the CFA Society of Chicago. He is also a board member of Kids Above All, a century old non-profit that helps children and families in need, and the Homes for Children Foundation.Public speaker and panelist on issues relating to Alternative Investments, Investment Strategy and Investment Manager Due Diligence. Specialties include Wealth Management, Investment Advisory, Alternative Investments, Hedge Funds, Private Equity, and Real Estate.
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Managing DirectorParkside Investments Mar 2019 - Present -
Chief Investment Officer (2017 & 2018)Cedar Hill Associates, Llc Jul 2003 - Mar 2019Develops the firm’s investment strategy across equity, fixed income, hedge funds, private equity and real asset investments. Sources, evaluates and selects investments through the selection of individual securities, closed-end funds, mutual funds, ETFs and private investments. Other responsibilities include business development, client management, and fostering culture of teamwork.
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Sr. Research AnalystAsset Consulting Group Sep 1999 - Jun 2003St. Louis, Missouri , UsResponsible for traditional and alternative investment manager research. Managed institutional client relationships with family office, endowment, and foundation clients. -
Portfolio ManagerSecurity Trust Company Aug 1996 - Aug 1997Managed investment portfolios for high net worth clients.
Chris Engelman, Cfa® Skills
Chris Engelman, Cfa® Education Details
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Washington University In St. Louis - Olin Business SchoolFinance -
Gettysburg CollegePolitcal Science And Economics
Frequently Asked Questions about Chris Engelman, Cfa®
What company does Chris Engelman, Cfa® work for?
Chris Engelman, Cfa® works for Parkside Investments
What is Chris Engelman, Cfa®'s role at the current company?
Chris Engelman, Cfa®'s current role is Managing Director at Parkside Investments LLC.
What is Chris Engelman, Cfa®'s email address?
Chris Engelman, Cfa®'s email address is ch****@****ill.com
What is Chris Engelman, Cfa®'s direct phone number?
Chris Engelman, Cfa®'s direct phone number is +131231*****
What schools did Chris Engelman, Cfa® attend?
Chris Engelman, Cfa® attended Washington University In St. Louis - Olin Business School, Gettysburg College.
What are some of Chris Engelman, Cfa®'s interests?
Chris Engelman, Cfa® has interest in Skiing And Spending Time With Family, Tennis.
What skills is Chris Engelman, Cfa® known for?
Chris Engelman, Cfa® has skills like Investments, Hedge Funds, Fund Of Funds, Alternative Investments, Investment Strategies, Private Equity, Investment Advisory, Real Estate Investment, Investment Products, Investment Promotion, Portfolio Management, Asset Allocation.
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