Chris Regan
Chief Operating Officer at Prime Buchholz LLC
- Role
- Chief Operating Officer at Prime Buchholz LLC
- Location
- Andover, MA, US
- LinkedIn followers
- 500 followers
About Chris Regan
Financial services executive with experience in institutional investment advisory, private wealth management, and workplace retirement savings industries. As COO at Prime Buchholz, responsible for ensuring outstanding delivery of value to clients, developing the skills and talents of employees, and driving growth across the business.As Managing Director, Head of Global Business Development for the Endowment & Foundation Practice at Cambridge Associates, exceeded top-line growth goals, secured new client relationships, significantly improved win rates, and built a winning performance culture for the core client segment of this premier investment advisory and outsourcing firm.Previously at Fidelity Investments for 11 years in multiple Senior Vice President roles across strategic marketing, product development and new business development: supported the firm’s industry leading defined contribution business by leading the rollover program, asset retention, retirement income planning, and 401K market research and analytics; developed strategy and evaluated new businesses and service offerings at a corporate level; and served as executive committee member for two Fidelity Capital portfolio companies. As Management Consultant and Principal at CSC Index, led large-scale strategy and change management engagements for the firm’s Financial Services and IT practices.
Experience
Chief Operating Officer
Jan 2018 — Present · Portsmouth, NH, US
Education
MIT Sloan School of Management
S.M.
Bentley University
B.S.
Skills
- Investments
- Strategy
- Mergers & Acquisitions
- Asset Allocation
- Asset Managment
- Hedge Funds
- Business Development
- Institutional Investments
- Business Strategy
- Portfolio Management
- Competitive Analysis
- Financial Modeling
- Venture Capital
- Financial Services
- Management Consulting
- Alternative Investments
- Private Equity
- Consulting
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