Chris Lai, CFA
Chris Lai, CFA®, serves as the Chief Investment Officer at Ascent. He plays a pivotal role in overseeing the firm’s investment philosophy, managing its equity and fixed income strategies, and providing clients with insightful perspectives on the market.
Prior to joining Ascent, Chris was a Portfolio Manager at Strategic Financial Services, where he managed the Equity Income strategy.
Chris holds the Chartered Financial Analyst® (CFA®) designation. He earned his MA in Economics from the State University of New York at Buffalo and a BA in Materials Science and Engineering from Nanyang Technological University of Singapore.
Chris lives in Syracuse, NY, with his wife Lisa, a breast oncology surgeon at Upstate Medical.