Chris Wallace
Analyst-Equity at New England Professional Planning Group, Inc.
Profile
Mr. Christopher G.
Wallace, CFA, is a Principal & Financial Advisor at New England Professional Planning Group, Inc.
Prior to joining Professional Planning Group, Mr. Wallace was a vice president and portfolio manager at Mellon Private Wealth Management where he provided investment management and trust services to high-net-worth families, endowments and foundations.
He also served in various research, product management, investment sales and marketing roles at The Boston Company, a global asset management firm, and its affiliate, Funds Distributor, Inc. (both prior associate companies of Mellon).
He earned a Bachelor of Arts degree with honors distinction in Economics from Hobart College and also graduated from the New England School of Banking’s trust and estate planning program at Williams College.
He is a CFA charterholder.
Chris Wallace active positions
| Companies | Position | Start |
|---|---|---|
New England Professional Planning Group, Inc.
 New England Professional Planning Group, Inc. Investment ManagersFinance New England Professional Planning Group, Inc., do-business-as Professional Planning Group (PPG), is an independent, SEC-registered investment advisor headquartered in Westerly, Rhode Island. The firm was founded by Malcolm A. Makin in 1976. PPG provides discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, endowments and foundations. | Analyst-Equity | 01/01/1998 |
Former positions of Chris Wallace
| Companies | Position | End |
|---|---|---|
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Corporate Officer/Principal | 31/12/2001 |
Training of Chris Wallace
| Hobart & William Smith Colleges | Undergraduate Degree |
| Williams College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
New England Professional Planning Group, Inc.
New England Professional Planning Group, Inc. Investment ManagersFinance New England Professional Planning Group, Inc., do-business-as Professional Planning Group (PPG), is an independent, SEC-registered investment advisor headquartered in Westerly, Rhode Island. The firm was founded by Malcolm A. Makin in 1976. PPG provides discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, endowments and foundations. | Finance |
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Finance |
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