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Christopher Harris Email & Phone Number
Empowering socially-conscious HNW investors to achieve impact and align their wealth with their values, by providing bespoke investment advice and financial planning
at
Zevin Asset Management
2 work emails found
@tiaa.org
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Empowering socially-conscious HNW investors to achieve impact and align their wealth with their values, by providing bespoke investment advice and financial planning
Location
Boston, Massachusetts, United States
Company size
Who is Christopher Harris? Overview
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Quick answer
Christopher Harris is listed as Empowering socially-conscious HNW investors to achieve impact and align their wealth with their values, by providing bespoke investment advice and financial planning at Zevin Asset Management, a company with 18 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Christopher Harris.
Christopher Harris previously worked as Client Portfolio Manager at Zevin Asset Management and Wealth Management Advisor at Tiaa. Christopher Harris holds Bachelor Of Arts from Wesleyan University.
Company email context
Email format at Zevin Asset Management
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{first}.{last}@tiaa.org
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AeroLeads found 2 current-domain work email signals for Christopher Harris. Compare company email patterns before reaching out.
Profile bio
About Christopher Harris
I provide investment advice, portfolio management, and financial planning to high net worth individuals, based on over 15 years of experience in private client and retail financial services built upon integrity, transparency, and diligence.Clients engage me to help them create personalized strategies to build and preserve wealth through each phase of life. Starting with a comprehensive understanding of one’s lifestyle, needs, goals and risk tolerance, I guide each client to make informed decisions so that s/he can focus on what's most important in life. We each client's individual circumstances and needs into account, including cash flow requirements and tax considerations. Working in tandem with the client's other professional advisors (CPAs, Estate Planning Attorneys, Life Insurance Specialists, etc.) is essential to my practice, to provide the client with a holistic, coordinated wealth management experience.From sophisticated investors to financial neophytes, clients seek my objective guidance on investment management as well as a range of related Financial Planning matters including:• Retirement Income Planning• Wealth Preservation• Estate Planning• Intergenerational Wealth Transfer• Charitable Giving• Social Impact Investing
Listed skills include Leadership, Team Building, Social Media, Banking, and 40 others.
Current workplace
Christopher Harris's current company
Company context helps verify the profile and gives searchers a useful next step.
Zevin Asset Management
6 roles
Christopher Harris work experience
A career timeline built from the work history available for this profile.
Client Portfolio Manager
CurrentMaintaining high-touch, long-term relationships with clients and managing portfolios of individual securities for clients with varying risk profiles and ESG concerns in accordance with our firm’s model equity and balanced portfolio strategies.Creating solutions for each client based his/her unique needs and goals, taking into account tax considerations.
Jun 2022 - Present
Wealth Management Advisor
- Delivering a distinctive client experience utilizing a consultative, needs-based approach to financial planning and advice- Serving as primary relationship point of contact for select affluent client relationships.
- Prioritizing retirement savings as your top financial goal
- Approaching retirement within 10 years, or shortly after retirement
- Actively saving for your child's education
- Thinking about selling your own business
- Maximizing purchasing power during retirement
Jun 2018 - May 2022
Financial Advisor
Delivered holistic, personalized wealth management advice and services to clients, leveraging the firm's first-class intellectual capital and technology.
May 2015 - May 2018
Senior Donor Services Officer
During nearly 5 years at the Boston Foundation, I helped to raise over $350 million, including closing $13 million in new and repeat gifts for donor advised funds, current use and endowment. I also strategically advised donors and influenced over $4.5 million in grants from donor advised funds to a diverse range of nonprofit organizations.* Advised and.
Jul 2010 - May 2015
Community Investment Officer
* Positioned the company to exceed regional community development lending and investment goals for 2009 and 2010 by $6MM, and to finance construction and rehabilitation of over 640 units of affordable housing.* Collaboratively steered $430,000 in charitable giving to support community development efforts, including financial education, housing counseling.
Apr 2008 - Nov 2009
Team & coworkers
Colleagues at Zevin Asset Management
Other employees you can reach at zevin.com. View company contacts for 18 employees →
BZ
Brooke Zepp
Colleague at Zevin Asset ManagementMarathon Shores, Florida, United States, United States
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BL
Benjamin Lovell
Colleague at Zevin Asset ManagementBoston, Massachusetts, United States, United States
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JK
Jennifer Kelley
Colleague at Zevin Asset ManagementBoston, Massachusetts, United States, United States
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Brooke Zepp
Colleague at Zevin Asset ManagementMarathon Shores, Florida, United States, United States
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BL
Benjamin Lovell
Colleague at Zevin Asset ManagementBoston, Massachusetts, United States, United States
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JK
Jennifer Kelley
Colleague at Zevin Asset ManagementBoston, Massachusetts, United States, United States
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1 education record
Christopher Harris education
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Wesleyan University
FAQ
Frequently asked questions about Christopher Harris
Quick answers generated from the profile data available on this page.
What company does Christopher Harris work for?
Christopher Harris works for Zevin Asset Management.
What is Christopher Harris's role at Zevin Asset Management?
Christopher Harris is listed as Empowering socially-conscious HNW investors to achieve impact and align their wealth with their values, by providing bespoke investment advice and financial planning at Zevin Asset Management.
What is Christopher Harris's email address?
AeroLeads has found 2 work email signals at @tiaa.org for Christopher Harris at Zevin Asset Management.
Where is Christopher Harris based?
Christopher Harris is based in Boston, Massachusetts, United States while working with Zevin Asset Management.
What companies has Christopher Harris worked for?
Christopher Harris has worked for Zevin Asset Management, Tiaa, Morgan Stanley, The Boston Foundation, and Bny Mellon.
Who are Christopher Harris's colleagues at Zevin Asset Management?
Christopher Harris's colleagues at Zevin Asset Management include Brooke Zepp, Benjamin Lovell, and Jennifer Kelley.
How can I contact Christopher Harris?
You can use AeroLeads to view verified contact signals for Christopher Harris at Zevin Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Christopher Harris attend?
Christopher Harris holds Bachelor Of Arts from Wesleyan University.
What skills is Christopher Harris known for?
Christopher Harris is listed with skills including Leadership, Team Building, Social Media, Banking, Public Speaking, Impact Investing, Business Writing, and Institutional.
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