Chris Toomey, CFA
Morgan Stanley Private Wealth Management
Christopher Toomey has worked in the financial services sector for more than 20 years. He started his financial career as a banking associate with J.P. Morgan Private Bank. He moved on to Lehman Brothers in 1998. While there, he held various positions, transitioning from a Portfolio Manager of Lehman Brothers Government/Credit Portfolio to building out Lehman's third-party, long-only manager platform.
As a Senior Vice President at Lehman Brothers, Chris was responsible for due diligence and often assisted in providing asset allocation and investment advice for Private Wealth clients. Chris expanded his advisory role at Lehman, then moved to Morgan Stanley in 2008.
Currently, he advises on over $4.5 billion of the team's clients' assets. Chris has spoken at several conferences about alternative investments, including SALT, HedgeWorld and Investment Management Institute. He has also appeared on CNBC's Squawk on the Street, FOX’s Wall Street Week and Fox Business. He has been named to the Financial Times Top 400 Advisors List and the Forbes Top Wealth Advisors List.
Born in Washington, D.C., Chris is a 1997 graduate of Hamilton College, with a B.A. in English and a minor in Economics. At Hamilton, he played squash and lacrosse and served as class president.
While attending Hamilton, Chris met his wife, Anna, who is now a producer for "Good Morning America." Chris and Anna are parents of two children.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WY; General Securities Representative; Investment Advisor Representative