Christopher Kalafatis

Private Wealth and Family Office Advisor

Role
Senior Wealth Advisor at Mercer Advisors
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Christopher Kalafatis

Chris’ focus is dedicated to helping entrepreneurs manage successful outcomes and guiding families through multi-generational wealth transfer. Prior to launching MDK Private Wealth Management with his business partners, Jaimi Dennehy and Paul Meyer, Chris was an Ultra High Net-worth Banker with J.P. Morgan Private Bank and helped establish the Seattle office’s Healthcare and Lifescience business practice. Before J.P. Morgan, Chris was part of Johnson & Johnson’s Junior Military Officer Program. Chris began his professional career serving nearly 10 years in the Marine Corps where he held multiple leadership positions during four operational deployments including Platoon Commander, Company Executive Officer and Company Commander in both Marine Corps Infantry and Reconnaissance units.

Experience

  1. Senior Wealth Advisor

    Mercer Advisors

    Mar 2024 — Present · Seattle, WA, US

Education

  • Regis University

    MBA, Business Management

    2006 — 2009

  • Miami University

    BA, Sociology, Marketing

    1995 — 2000

Skills

  • Training
  • Lines of Credit
  • Wealth Management
  • Estate Planning
  • Multi-Generational Wealth Transfer
  • Military Experience
  • Private Banking
  • Project Management
  • Medical Devices
  • Project Planning

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Christopher Kalafatis — Senior Wealth Advisor at Mercer Advisors in Seattle, WA, US | Unifers