Chris McCoy is a Financial Advisor at RMR Wealth Builders, Inc., where he brings over two decades of experience in investment management and retirement planning. He specializes in managing equity and balanced portfolios for high-net-worth individuals, small businesses, 401(k) plans, and institutional clients.
Before joining RMR Wealth, Chris held senior roles at ING Financial Services and First Republic Group, where he served as Vice President of Portfolio Management. His focus has long centered on providing objective research, personalized financial guidance, and timely education to both fiduciaries and plan participants. Since 2013, he has concentrated on fee-based portfolio management, helping business owners and endowments implement and oversee efficient, goal-oriented investment strategies.
Chris holds a B.A. in Economics from the College of the Holy Cross and is affiliated with the CPA Plus Network. He is also deeply committed to giving back to his community, serving as a Parks & Recreation Commissioner in Fairfield, CT, and volunteering with organizations like Operation Hope and Habitat for Humanity of Connecticut.
At RMR Wealth, Chris combines deep market insight with a relationship-first approach, guiding clients toward long-term financial confidence.