Christopher E. Wasson, CFP®
Chris Wasson brings to Mosaic Asset Partners, LLC an extensive background and knowledge of the equity markets, specifically in the client management, trading and research arena.
He has been employed in the financial industry for over 20 years, having worked for several Wall Street firms including Stifel Nicolaus, Legg Mason, Robert Baird and Raymond James. His past clients include some of the world’s largest and most well-known mutual fund, pension fund, and hedge fund companies.
Having worked closely with portfolio managers, analysts and traders has allowed him a rare insight into the world of institutional money management which he now uses to help clients navigate the financial maze and develop strategies for their own unique and personal goals.
As a working professional, husband and father of three children, Chris understands the challenges of running a business and a family. Whether its planning for educational needs, considering retirement solutions as a business owner, caring and planning for aging parents or simply navigating the often, complicated financial landscape, Chris has first-hand knowledge and experience in working through these situations. Chris is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Servies, LLC.
Chris is a graduate of the University of South Florida, having earned Bachelor of Science degrees in both Finance and Management. He was named to the “Top 40 Under 40” list by the Baltimore Business Journal and is a past president of the Mid-Atlantic Security Traders Association. Chris is active with LifeBridge Health as a member of their Leadership Council and has worked closely with the Save-A-Limb Foundation and the St. Giles Food Pantry.