Chris Roth, CFA®
Chris is a Senior Advisor at 5T Wealth and is dedicated to working with wealthy families to create customized investment and financial planning solutions. Chris brings additional investment experience to 5T Wealth along with analytical capabilities and empathy to his work with clients. Chris joined 5T because he found a firm that resonated with his investment style. Chris says, “I believe in 5T’s investment philosophy of seeking market returns with below-market volatility. It is a great option for individuals and families seeking long-term financial security.” Chris is also happy to join a company based in Napa and serving mostly local families.
Prior to joining 5T Wealth, LLC, Chris served as a Founding Partner and Senior Advisor for Delegate Advisors. At Delegate Advisors, Chris worked with families to create financial plans based out of the San Francisco office.
Prior to Delegate, Chris worked as a Manager at Brownson, Rehmus & Foxworth (“BRF”), a financial advisory firm based in Menlo Park, CA. At BRF, he was responsible for day-to-day management of 15 client relationships and served on several investment committees, including Alternative Investments and Public Markets.
Before BRF, Chris worked in Accenture’s Strategic Planning and Analysis group and in JP Morgan Asset Management’s Equity Research group.
Chris graduated cum laude from Georgetown University with a double major in accounting and finance. He also holds the Chartered Financial Analyst designation. He lives in Napa with his two young sons.
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5T Wealth, LLC
595 Coombs Street,
Napa, CA, 94559
8:30 am to 4:30 pm PST
8:30 am to 2pm PST