Christopher Lai, Cfa
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Christopher Lai, Cfa Email & Phone Number

Chief Investment Officer and Partner at Ascent Wealth Partners, LLC
Location: New York Mills, New York, United States 4 work roles 3 schools
1 work email found @ascentwealthpartners.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@ascentwealthpartners.com
LinkedIn Profile matched
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Current company
Ascent Wealth Partners, LLC
Role
Chief Investment Officer and Partner
Location
New York Mills, New York, United States

Who is Christopher Lai, Cfa? Overview

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Quick answer

Christopher Lai, Cfa is listed as Chief Investment Officer and Partner at Ascent Wealth Partners, LLC, based in New York Mills, New York, United States. AeroLeads shows a work email signal at ascentwealthpartners.com and a matched LinkedIn profile for Christopher Lai, Cfa.

Christopher Lai, Cfa previously worked as Portfolio Manager at Ascent Wealth Partners, Llc and Portfolio Manager at Strategic Financial Services. Christopher Lai, Cfa holds Cfa, Investment Management from Cfa Institute.

Company email context

Email format at Ascent Wealth Partners, LLC

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*@ascentwealthpartners.com
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AeroLeads found 1 current-domain work email signal for Christopher Lai, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Christopher Lai, Cfa

Results-driven, bilingual investment manager whose accomplishments reflect proficiency in investments, portfolio and risk management. Possesses a wide breadth of financial experience in equities and derivatives research and trading, fixed income investments, and corporate finance. Highly adept at identifying and evaluating investment opportunities alongside underlying market trends. Strong comprehension of global macroeconomics and its interactions, with superior familiarity with the U.S, European and Asian markets. Knowledgeable of high net-worth and institutional asset allocation and portfolio risk metrics. Work Experience:Ascent Wealth Partners (2011 - Present): Portfolio ManagerStrategic Financial Services (2008 - 2011): Portfolio Manager, AnalystEducation:Chartered Financial Analyst M.A. Financial EconomicsB.A Materials EngineeringSpecialties: Financial Analysis | Portfolio Management | Equities Research | Fixed Income Investments | Options Strategies | Securities Valuation | End-Market Analysis | Risk Management | Asset Allocation | Corporate Finance

Listed skills include Equities, Options, Portfolio Management, Valuation, and 5 others.

Current workplace

Christopher Lai, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Ascent Wealth Partners, LLC
Ascent Wealth Partners, Llc
Chief Investment Officer and Partner
Website
ascentwealthpartners.com
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Company profile
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4 roles

Christopher Lai, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Ascent Wealth Partners, Llc

Manager of Global Growth Strategy; co-manager of Dividend Focus Strategy; directs retirement plan investments; directs fund-of-funds strategy; short put and covered call options strategy; fixed income investments; macroeconomics.

Portfolio Manager

Strategic Financial Services

Portfolio manager of Equity Income strategy and macroeconomics specialist.

Jul 2011 - Sep 2011

Portfolio Analyst

Strategic Financial Services
Jan 2008 - Jul 2011
Team & coworkers

Colleagues at Ascent Wealth Partners, LLC

Other employees you can reach at ascentwealthpartners.com. View company contacts →

KE Kira Edmonds, Pharmd Kira Edmonds, Pharmd Colleague at Ascent Wealth Partners, LlcSaratoga Springs, New York, United States View → BS Brian Saunders Brian Saunders Colleague at Ascent Wealth Partners, LlcClinton, New York, United States View → NE Neil Edmonds, Aif® Neil Edmonds, Aif® Colleague at Ascent Wealth Partners, LlcSaratoga Springs, New York, United States View → TW Timothy Welchons Timothy Welchons Colleague at Ascent Wealth Partners, LlcBoston, Massachusetts, United States View → JR Julian Rivers Ballesteros, Cfa Julian Rivers Ballesteros, Cfa Colleague at Ascent Wealth Partners, LlcCharlotte, North Carolina, United States View → JS Joseph Summa, Cfa Joseph Summa, Cfa Colleague at Ascent Wealth Partners, LlcRome, New York, United States View → MM Moshier, Mark Moshier, Mark Colleague at Ascent Wealth Partners, LlcSaratoga Springs, New York, United States View →
3 education records

Christopher Lai, Cfa education

Cfa, Investment Management

Cfa Institute

M.A., Financial Economics

University At Buffalo

B.A, Materials Science And Engineering

Nanyang Technological University Singapore
FAQ

Frequently asked questions about Christopher Lai, Cfa

Quick answers generated from the profile data available on this page.

What company does Christopher Lai, Cfa work for?

Christopher Lai, Cfa works for Ascent Wealth Partners, LLC.

What is Christopher Lai, Cfa's role at Ascent Wealth Partners, LLC?

Christopher Lai, Cfa is listed as Chief Investment Officer and Partner at Ascent Wealth Partners, LLC.

What is Christopher Lai, Cfa's email address?

AeroLeads has found 1 work email signal at @ascentwealthpartners.com for Christopher Lai, Cfa at Ascent Wealth Partners, LLC.

Where is Christopher Lai, Cfa based?

Christopher Lai, Cfa is based in New York Mills, New York, United States while working with Ascent Wealth Partners, LLC.

What companies has Christopher Lai, Cfa worked for?

Christopher Lai, Cfa has worked for Ascent Wealth Partners, Llc and Strategic Financial Services.

Who are Christopher Lai, Cfa's colleagues at Ascent Wealth Partners, LLC?

Christopher Lai, Cfa's colleagues at Ascent Wealth Partners, LLC include Kira Edmonds, Pharmd, Brian Saunders, Neil Edmonds, Aif®, Timothy Welchons, and Julian Rivers Ballesteros, Cfa.

How can I contact Christopher Lai, Cfa?

You can use AeroLeads to view verified contact signals for Christopher Lai, Cfa at Ascent Wealth Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Christopher Lai, Cfa attend?

Christopher Lai, Cfa holds Cfa, Investment Management from Cfa Institute.

What skills is Christopher Lai, Cfa known for?

Christopher Lai, Cfa is listed with skills including Equities, Options, Portfolio Management, Valuation, Investments, Asset Allocation, Fixed Income, and Trading.

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