Christopher Covello CFP® MBA, BFA, CPFA®
Vice President & Wealth Management Certified Planning & Trust Officer
Chris has more than 12 years of experience in the financial services industry. He brings a passion for financial planning, recommending strategies to help clients achieve their wealth goals. Most recently, Chris led a team of financial planning consultants at Mass Mutual, assisting high-net-worth individuals and business owners. Before his work at Mass Mutual, Chris spent several years as an advisor at Merrill Lynch. In addition to an MBA from Monmouth University, Chris is also a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Behavioral Financial Advisor (BFA).
