Chris Duerr, CFA, CFP®
Chris leads the Investments Team at Interchange Capital Partners. As a crucial component of the team’s total wealth management approach, he focuses primarily on developing investment policies, performing due diligence on investment managers, overseeing asset allocation, and opportunistically adjusting portfolios according to perceived market conditions. In addition, he helps clients manage their cash flow, optimize their group benefits, and reduce their risk and liability by planning for any life, disability or long-term care insurance needs.
Chris joined Ahmie at UBS in 2013 as the team’s Senior Wealth Strategy Associate. He graduated with honors from the University of Pittsburgh with dual degrees in economics and marketing and a minor in history. Chris holds the Chartered Financial Analyst ® (CFA®) designation and is a member of the CFA Institute and CFA Society of Pittsburgh.