Christopher Blair, Cfp®, Cpwa®
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Christopher Blair, Cfp®, Cpwa® Email & Phone Number

Senior Investment Counsellor at VSM Wealth Advisory, LLC at VSM Wealth Advisory, LLC
Location: Hunt Valley, Maryland, United States 4 work roles 2 schools
1 work email found @comcast.net 4 phones found area 301 and 410 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email c****@comcast.net
Direct phone (301) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Investment Counsellor at VSM Wealth Advisory, LLC
Location
Hunt Valley, Maryland, United States

Who is Christopher Blair, Cfp®, Cpwa®? Overview

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Quick answer

Christopher Blair, Cfp®, Cpwa® is listed as Senior Investment Counsellor at VSM Wealth Advisory, LLC at VSM Wealth Advisory, LLC, based in Hunt Valley, Maryland, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 301, 410, and a matched LinkedIn profile for Christopher Blair, Cfp®, Cpwa®.

Christopher Blair, Cfp®, Cpwa® previously worked as Senior Investment Counsellor at Vsm Wealth Advisory, Llc and Risk & Compliance Analyst at T. Rowe Price. Christopher Blair, Cfp®, Cpwa® holds Investments & Wealth Institute® Certified Private Wealth Advisor® Program from University Of Chicago Booth School Of Business Executive Education.

Company email context

Email format at VSM Wealth Advisory, LLC

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*@comcast.net
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AeroLeads found 1 current-domain work email signal for Christopher Blair, Cfp®, Cpwa®. Compare company email patterns before reaching out.

Profile bio

About Christopher Blair, Cfp®, Cpwa®

I help high net worth families and individuals strengthen their financial security and achieve financial peace of mind through careful planning, guidance, and above all, trust. My goal is to help simplify the world of investing by creating a process that is quantitative, disciplined and easy to understand. More often than not, I help my clients handle the emotional aspect of investing. Emotions are real and can be dangerous to an investor. One needs to take an objective view to overcome them and see the bigger picture, which is not always easy to do on your own.At Vansant Mewshaw, we often become a family's personal Chief Financial Officer, providing guidance not only on investments but various planning aspects. Since some of these services require a high degree of specialization, we often work with other professionals, including the client's existing advisors to make sure that their situation is as optimal as possible.Our specialties include, but are not limited to: - Comprehensive Wealth Management - Retirement Planning - Portfolio Management - College Savings Planning - Legacy Planning - Charitable Giving - Tax-Efficient Investment Strategies - 401(k) Consulting & Management - Institutional Investment Consulting (Non-Profits, Endowments, Corporate Investment Accounts)I look forward to working with you!

Listed skills include Comprehensive Wealth Management, Retirement Planning, Portfolio Management, Legacy Planning, and 36 others.

Current workplace

Christopher Blair, Cfp®, Cpwa®'s current company

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VSM Wealth Advisory, LLC
Vsm Wealth Advisory, Llc
Senior Investment Counsellor at VSM Wealth Advisory, LLC
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4 roles

Christopher Blair, Cfp®, Cpwa® work experience

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

Senior Investment Counsellor

Current

Baltimore, Maryland, United States

VSM Wealth Advisory, LLC is a fee-only Registered Investment Advisor. My responsibilities include: comprehensive wealth management, retirement planning, portfolio management, college savings planning, estate planning, 401(k) consulting and 401(k) management.

Jun 2014 - Present

Risk & Compliance Analyst

  • Provide oversight and guidance for the division in the areas of compliance and risk management
  • Implement and monitor firm-wide and divisional risk policies, compliance policies, and procedures
  • Maintain vendor relationships, perform vendor due diligence and SEC compliance audits
  • Oversee custody, accounting and outsource fund administration
  • Act as an escalation point for other groups within the firm
  • Serve as liaison with external and internal service providers
Sep 2013 - May 2014

Portfolio Accountant Specialist

  • Reconciled and managed cash and securities for a diverse group of T. Rowe Price portfolios
  • International team specialist
  • Coordinated with legal, trade support and custodians to book highly sensitive private placement deals
  • Organized training and the transition of accounts to the new London and Hong Kong divisions
  • Developed and maintained interpersonal relationships with custodians, fund accountants, brokers and internal clients to foster group commitment and ensure customer service and retention
  • Responsible for highly sensitive international accounts
Jun 2010 - Sep 2013

Retirement Planning Services - Operations Associate

  • Communicated directly with plan and client representatives regarding plan revisions, client requests, and worked inter-departmentally to facilitate transaction requests
  • Processed a consistently high volume of participant retirement plan transactions, including: loans, withdrawals, contributions, enrollments and exchanges
  • Analyzed distribution patterns in existing retirement plans
  • Assisted the client team in researching and interpreting existing plan data to develop changes
Aug 2008 - Jun 2010
2 education records

Christopher Blair, Cfp®, Cpwa® education

Bachelor Of Business Administration (Bba), Finance

Activities and Societies: Intramural Basketball, South American Study Tour Program, Dean's List

FAQ

Frequently asked questions about Christopher Blair, Cfp®, Cpwa®

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

What company does Christopher Blair, Cfp®, Cpwa® work for?

Christopher Blair, Cfp®, Cpwa® works for VSM Wealth Advisory, LLC.

What is Christopher Blair, Cfp®, Cpwa®'s role at VSM Wealth Advisory, LLC?

Christopher Blair, Cfp®, Cpwa® is listed as Senior Investment Counsellor at VSM Wealth Advisory, LLC at VSM Wealth Advisory, LLC.

What is Christopher Blair, Cfp®, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @comcast.net for Christopher Blair, Cfp®, Cpwa® at VSM Wealth Advisory, LLC.

What is Christopher Blair, Cfp®, Cpwa®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 301, 410 for Christopher Blair, Cfp®, Cpwa® at VSM Wealth Advisory, LLC.

Where is Christopher Blair, Cfp®, Cpwa® based?

Christopher Blair, Cfp®, Cpwa® is based in Hunt Valley, Maryland, United States while working with VSM Wealth Advisory, LLC.

What companies has Christopher Blair, Cfp®, Cpwa® worked for?

Christopher Blair, Cfp®, Cpwa® has worked for Vsm Wealth Advisory, Llc and T. Rowe Price.

How can I contact Christopher Blair, Cfp®, Cpwa®?

You can use AeroLeads to view verified contact signals for Christopher Blair, Cfp®, Cpwa® at VSM Wealth Advisory, LLC, including work email, phone, and LinkedIn data when available.

What schools did Christopher Blair, Cfp®, Cpwa® attend?

Christopher Blair, Cfp®, Cpwa® holds Investments & Wealth Institute® Certified Private Wealth Advisor® Program from University Of Chicago Booth School Of Business Executive Education.

What skills is Christopher Blair, Cfp®, Cpwa® known for?

Christopher Blair, Cfp®, Cpwa® is listed with skills including Comprehensive Wealth Management, Retirement Planning, Portfolio Management, Legacy Planning, 401 Consulting, 401 Management, Series 65, and Asset Allocation.

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