Chris Duerr, CFA, CFP®, CEPA®
Chris Duerr is the Senior Director of Investments for Interchange Capital Partners. In this role, he has comprehensive responsibility for economic analysis, developing investment strategy and process, and making decisions on asset allocation, selection of external managers, and risk management across portfolios.
Throughout his career, Chris has demonstrated a commitment to better serve clients by earning several advanced certifications. He is one of less than 3,000 financial professionals to hold the Chartered Financial Analyst ® (CFA®) and CERTIFIED FINANCIAL PLANNER™ credentials. Respectively, each credential is widely recognized as the standard of excellence in investment management and personal financial planning. Most recently, Chris became a Certified Exit Planning Advisor (CEPA) to engage business owners more effectively in maximizing transferable business value, ensuring financial preparedness and purposefully planning for the next chapter of their lives.
He graduated with honors from the University of Pittsburgh with dual degrees in economics and marketing and a minor in history. After spending several years at another major financial services firm, he joined Ahmie and the team in 2013.
Chris lives in the Fox Chapel area with his wife, Helen, and daughter, Heidi. Outside of work, you can find him spending time with family, on the golf course, or at the top of the Peloton leaderboards. To learn more about Chris, connect with him on LinkedIn.