Chris McLeod

Accredited Investment Fiduciary® (AIF®) professional

Vice President, Trading Operations Administrator

In his role as Assistance Vice President, Trading Operations Administrator of the Portfolio Consulting team, Chris offers trade and investment support for Network advisors, which includes trading due diligence, research, portfolio analytics and market updates. Chris is responsible for entering trades at the direction of advisors as well as general portfolio administration. Additionally, he specializes in providing trade reconciliation and research support to the team.

Prior to joining The Network in 2017, Chris spent 9 years at State Street bank where he worked extensively on the Money Market and Fixed Income Team. Responsible for managing a group of analysts, the department was responsible for valuing over 180 funds daily.

Chris lives in the Sacramento area surrounded by the women in his life including his wife and their combined 3 daughters. In his free time, Chris enjoys catching pretty much any Bay Area sporting events as an avid Giants, Warriors, and 49ers fan!

Education

Professional Qualifications

  • Accredited Investment Fiduciary® (AIF®) professional
  • FINRA Series 7: General Securities Representative Examination held through LPL Financial
  • FINRA Series 66: NASAA Uniform Combined State Law Examination held through Strategic Wealth Advisors Group, and LPL Financial.