Chris Bowen
RIA Operations and Compliance Leadership | Strategic Transformation | Operations and Technology | Analytical Skills | Process Automation | Client Service
- Role
- Chief Operating Officer at Family Management
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Chris Bowen
Senior Financial Services Operations and Compliance Executive responsible for policies, procedures, and systems that support the firm\'s overall operational effectiveness. I focus on enhancing the scalability, reliability, and profitability of investment advisory firm operations: I turn policy into practice and build the foundation for growth.Streamlined client reporting to reduce delivery time by 25%, from 28 days to 21.Streamlined client billing to reduce collection time by 53%, from 45 days to 21. Optimized document management to use existing employees in lieu of software solution that would have cost twice the price for 25% of the work.
Experience
Chief Operating Officer
Aug 2025 — Present · New York, NY, US
Family Management, established in New York in 1989, offers tailored financial planning for high-net-worth clients and organizations to manage and preserve their wealth through life\'s milestones. In addition to wealth management, the firm provides a comprehensive suite of services including investment advisory, estate planning, and philanthropic guidance. Family Management is recognized for its commitment to personalized service, seeking to deliver long-term value and security for each client as they navigate complex financial decisions throughout different stages of life.
Education
Bucknell University
BA, Studio Art
1987 — 1991
Fordham Gabelli School of Business
MBA, Finance and Marketing
1999 — 2001
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