Christopher Mone

Christopher Mone Email and Phone Number

EVP, Head of Wealth & Asset Management at Wedbush Securities @ Wedbush Securities
Christopher Mone's Location
United States, United States
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.

Christopher Mone's Current Company Details
Wedbush Securities

Wedbush Securities

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EVP, Head of Wealth & Asset Management at Wedbush Securities
Christopher Mone Work Experience Details
  • Wedbush Securities
    Head Of Wealth Management
    Wedbush Securities Mar 2019 - Present
    Los Angeles, California, Us
  • Onward Advisors
    Principal
    Onward Advisors Aug 2022 - Present
    Bringing infrastructure and support to RIA firms while maintaining their authenticity and independence.
  • Glialab
    Ceo
    Glialab Oct 2016 - Feb 2019
    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
  • Wilmington Trust
    President Of U.S. Markets Wilmington Trust Wealth Advisory
    Wilmington Trust Jan 2018 - Jan 2019
    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.
  • Bny Mellon Wealth Management
    Co-Head Of The Executive National Practice Group
    Bny Mellon Wealth Management Jan 2016 - Jan 2018
    New York, Ny, Us
    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.
  • Bny Mellon Wealth Management
    Member Of The Operating Committee
    Bny Mellon Wealth Management Oct 2015 - Jan 2018
    New York, Ny, Us
  • Bny Mellon Wealth Management
    President, Los Angeles Region
    Bny Mellon Wealth Management Aug 2015 - Jan 2018
    New York, Ny, Us
    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.
  • Northwestern University
    Adjunct Professor
    Northwestern University May 2014 - Aug 2015
    Evanston, Il, Us
    Adjunct professor teaching evening courses in Trusts & Estate Planning, Financial and Retirement Planning
  • Edward Jones Investment Co
    Advisor
    Edward Jones Investment Co Apr 2013 - Aug 2015
  • Ubs
    Managing Director
    Ubs Feb 2003 - Apr 2013
    Zurich, Ch
    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.
  • Prudential Securities Inc.
    Vice President
    Prudential Securities Inc. Sep 1993 - Feb 2003
    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.

Christopher Mone Skills

Wealth Management High Net Worth Individuals Investment Advisory M&a Advisory Services Private Equity Corporate Services Private Banking Asset Protection Strategies Estate And Legacy Strategies Portfolio And Retirement Plan Reviews Family Law Estate Planning Multi Generational Wealth Transfer Wealth Management Services Alternative Investments Mergers And Acquisitions Hedge Funds Asset Allocation Capital Markets Leadership Executive Benefit Strategies Investments Asset Management Investment Strategies Entrepreneurship Real Estate Business Owner Planning Successful Business Owner Strategy Banking Cryptocurrency

Christopher Mone Education Details

  • Fordham University School Of Law
    Fordham University School Of Law
    Law
  • St. John'S University
    St. John'S University
    English Language And Literature/Letters

Frequently Asked Questions about Christopher Mone

What company does Christopher Mone work for?

Christopher Mone works for Wedbush Securities

What is Christopher Mone's role at the current company?

Christopher Mone's current role is EVP, Head of Wealth & Asset Management at Wedbush Securities.

What is Christopher Mone's email address?

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What is Christopher Mone's direct phone number?

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What schools did Christopher Mone attend?

Christopher Mone attended Fordham University School Of Law, St. John's University.

What are some of Christopher Mone's interests?

Christopher Mone has interest in Education.

What skills is Christopher Mone known for?

Christopher Mone has skills like Wealth Management, High Net Worth Individuals, Investment Advisory, M&a Advisory Services, Private Equity, Corporate Services, Private Banking, Asset Protection Strategies, Estate And Legacy Strategies, Portfolio And Retirement Plan Reviews, Family Law, Estate Planning.

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