Chris Bowen
Chief Operating Officer @Family Management
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WORK HISTORY
Chief Operating Officer @Family Management
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
Fordham Gabelli School of Business
MBA, Finance and Marketing
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.
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