Your Team

Christopher D. Bart
Managing Director, Partner

Professional Experience

Chris Bart, one of the founding partners of Aurum, has over 23 years of experience providing investment advisory and wealth management services for high net worth individuals and retirement plans. Chris serves as a lead client advisor and Chief Compliance Officer of the firm. Chris began his career with Morgan Stanley where he was an Associate Vice President and left in 2006 to start Aurum. Chris has been featured in numerous articles relating to investment management in publications that include Crain’s Cleveland Business and SmartBusiness Magazine.

Areas of Expertise

  • Financial planning
  • Asset allocation and portfolio design
  • Retirement planning
  • Investment management
  • Risk management

Education and Certifications

  • Cleveland State University
  • Obtained the series 7, 31, 52, 63, 65 (inactive)

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