Wealth Advisor/Financial Planner
Prior to joining Carnegie in 2018, Chris Henry served as Portfolio Manager at Oak Trail Advisors since 2011 and had been an integral part of their investment department. His duties range from providing research on investments to executing and allocating trades. He is a graduate of The University of Toledo with a BBA focusing on finance with a minor in accounting. At the university, he quickly learned how to manage money in a downturn as a member of the Student Managed Portfolio (SMP) class, which helped manage $1 million of the UT Foundation endowment from August 2008 to May 2009. In 2008 he also interned at Citi Smith Barney where he provided research and portfolio analysis for two financial advisors.
In 2004, Chris was admitted into the Order of the Arrow and awarded the rank of Eagle Scout in 2005. He has also been an active board member and is currently Vice President of the Wealth Management Society of NW Ohio (WMSNWO).