Head Of Wealth Management
Current
Mar 2019 - Present
AeroLeads people directory · profile
Christopher Mone Email & Phone Number
EVP, Head of Wealth & Asset Management at Wedbush Securities
at
Wedbush Securities
2 work emails found
@wedbush.com
3 phones found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
EVP, Head of Wealth & Asset Management at Wedbush Securities
Location
United States
Who is Christopher Mone? Overview
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Quick answer
Christopher Mone is listed as EVP, Head of Wealth & Asset Management at Wedbush Securities at Wedbush Securities, based in United States. AeroLeads shows a work email signal at wedbush.com, phone signal with area code 212, and a matched LinkedIn profile for Christopher Mone.
Christopher Mone previously worked as Head Of Wealth Management at Wedbush Securities and Principal at Onward Advisors. Christopher Mone holds Juris Doctor (J.D.), Law from Fordham University School Of Law.
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{first}.{last}@wedbush.com
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Profile bio
About Christopher Mone
Chris has broad experience within the financial services industry and has worked directly with wealthy individuals, institutional and corporate clients in the Wealth Management and Institutional divisions of each firm. He received a B.A. from St. John’s University and a J.D. from Fordham University School of Law. At Wedbush Securities, Chris serves as the head of the Wealth Management division, and isa member of the Presidents’ Executive Committee and Management Committee of the firm. Wedbush Securities is one of the largest securities firms and investment banks with headquarters on the West Coast. Founded in 1955, and built on a culture of entrepreneurship and innovation, Wedbush remains an independent, family and employee-owned, fully diversified, self-clearing financial services firm and true American success story. Chris joined the leadership team at Wedbush in 2019 to embark on a new chapter of growth. In his role, Chris has direct overall leadership responsibility for the firm’s national network of Private Wealth Management branch offices, the Independent Franchise Owner network, the Asset Management, National Sales and the Registered Investment Advisor divisions of the firm. As a member of the firm’s Executive Committee, Chris has dual responsibility for working alongside his partners to promote cross-divisional collaboration and set the strategic direction for the firm. Under his leadership, the firm assets and revenue have achieved record highs each year. Advisor productivity has doubled and recurring advisory revenue has increased 50% year over year. In the National Sales division, Chris built and introduced the firm’s first turnkey asset management program “Guided Portfolio Solutions,” aligning goals-based models with a holistic practice management process. Chris also launched a new firm, Onward Advisors, an innovative, multi-custodial RIA that makes strategic investments in growth-oriented IAR firms. Chris is currently a member of the SIFMA Private Client Services Committee and former President for two terms of the SIFMA Regional Firm Private Client Committee. Chris also has over 10 years of personal experience investing, founding, leading, and advising established and early stage (start-up) middle market companies. He has advised and served on the Board of Directors of numerous companies in various stages of development and operation. Chris has been an active investor in successful technology companies at the early and growth stages, complementing his investments in real estate, intellectual property and hospitality businesses.
Listed skills include Wealth Management, High Net Worth Individuals, Investment Advisory, M&A Advisory Services, and 27 others.
Current workplace
Christopher Mone's current company
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11 roles
Christopher Mone work experience
A career timeline built from the work history available for this profile.
Principal
CurrentBringing infrastructure and support to RIA firms while maintaining their authenticity and independence.
Aug 2022 - Present
Ceo
In addition to providing early stage seed capital for CapEx and tech development, Chris serves an Advisor to Glia Lab assisting in corporate strategy, coordinating investor relations, managing ongoing client engagements and new business development.Glia Lab develops innovative data-driven, decentralized AI technology solutions for the healthcare industry, capital and consumer markets leveraging the blockchain. www.glialab.com
Oct 2016 - Feb 2019
President Of U.S. Markets Wilmington Trust Wealth Advisory
Wilmington Trust
As president of U.S. Markets for Wilmington Trust’s Wealth Advisory Services, Chris oversees the wealth management business throughout the U.S., which serves clients in all fifty states from a network of offices. In this leadership position, Chris is responsible for the strategic direction, leadership, and growth of the firm’s wealth management business. He is empowered to deliver the vast resources of the firm through a team of investment professionals, market leaders, regional leaders, and business partners all dedicated to serving the complex needs and exceeding the expectations of our clients.
Jan 2018 - Jan 2019
Co-Head Of The Executive National Practice Group
Co-Head of the firm's National Practice Group serving the unique and comprehensive needs of senior C-Level executives of public and private companies.
Jan 2016 - Jan 2018
Member Of The Operating Committee
Oct 2015 - Jan 2018
President, Los Angeles Region
As President of the Los Angeles Region, Chris has overall leadership responsibility for BNY Mellon Wealth Management's investment management, trust and private banking businesses serving the greater Los Angeles area and Utah. He is also a member of the firm's Operating Committee. Chris has built the Los Angeles Region with a strong culture of innovation and profitable growth, focusing on clients and delivering the insights and solutions to help them achieve their financial goals. The LA Region continues to grow through attracting exceptionally wealthy clients and hiring the most talented professionals who serve their diverse and comprehensive needs.BNY Mellon Wealth Management is a leading wealth manager, and was named in 2015 by Family Wealth Report as the top National Private Asset Manager and top Private Bank serving Family Offices. Barron's ranked it the 7th largest U.S. wealth manager in 2015. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has more than $183 billion in private client assets, as of September 30, 2015, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets.
Aug 2015 - Jan 2018
Adjunct Professor
Adjunct professor teaching evening courses in Trusts & Estate Planning, Financial and Retirement Planning
May 2014 - Aug 2015
Advisor
Apr 2013 - Aug 2015
Managing Director
Chris served as a Managing Director of UBS Financial Services Inc. He lead the UBS Wealth Management business as the Complex Director in the UBS Tower. In his role, Chris was responsible for developing the strategic direction, management and growth of the firm's wealth management business in the Chicago market. He was empowered to deliver the global capabilities and vast resources of the firm to advisors and their clients. Prior to his leadership role in Chicago, Chris served as the Soundview Regional Director, responsible for the more than $150 million in revenues and $27 billion in assets in New York and Connecticut.
Feb 2003 - Apr 2013
Vice President
Prudential Securities Inc.
Chris held various roles at Prudential Securities, including positions as an attorney, financial advisor, branch manager and a member of the executive committee of the manager’s advisory council.
Sep 1993 - Feb 2003
2 education records
Christopher Mone education
Juris Doctor (J.D.), Law
Fordham University School Of Law
Bachelor Of Arts - Ba, English Language And Literature/Letters
St. John'S University
FAQ
Frequently asked questions about Christopher Mone
Quick answers generated from the profile data available on this page.
What company does Christopher Mone work for?
Christopher Mone works for Wedbush Securities.
What is Christopher Mone's role at Wedbush Securities?
Christopher Mone is listed as EVP, Head of Wealth & Asset Management at Wedbush Securities at Wedbush Securities.
What is Christopher Mone's email address?
AeroLeads has found 2 work email signals at @wedbush.com for Christopher Mone at Wedbush Securities.
What is Christopher Mone's phone number?
AeroLeads has found 3 phone signal(s) with area code 212 for Christopher Mone at Wedbush Securities.
Where is Christopher Mone based?
Christopher Mone is based in United States while working with Wedbush Securities.
What companies has Christopher Mone worked for?
Christopher Mone has worked for Wedbush Securities, Onward Advisors, Glialab, Wilmington Trust, and Bny Mellon Wealth Management.
How can I contact Christopher Mone?
You can use AeroLeads to view verified contact signals for Christopher Mone at Wedbush Securities, including work email, phone, and LinkedIn data when available.
What schools did Christopher Mone attend?
Christopher Mone holds Juris Doctor (J.D.), Law from Fordham University School Of Law.
What skills is Christopher Mone known for?
Christopher Mone is listed with skills including Wealth Management, High Net Worth Individuals, Investment Advisory, M&A Advisory Services, Private Equity, Corporate Services, Private Banking, and Asset Protection Strategies.
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