Liquidity Events
Presented By: Alex. Brown (A division of Raymond James) / Prosperity Partners
Panelists and description to be announced soon.
Moderator:
Managing Director-Complex Manager
Raymond James
Chris, is responsible for all aspects of branch profitability and growth for the Chicagoland market.
Prior to his move to Chicago, Chris managed the Florida Suncoast Complex for Raymond James. Chris joined Raymond James in 2018 after working with Morgan Stanley as the manager of their Los Gatos branch in California.
In addition to his role as Complex Manager, Chris works with professional athletes, entrepreneurs and affluent families, helping them manage complex financial matters – personally and professionally.
A graduate of the University of South Florida, Chris holds a Bachelor of Science in Finance and earned his MBA from Saint Leo University.
Chris, is responsible for all aspects of branch profitability and growth in the Chicagoland market.
Prior to his move to Chicago in 2022, Chris managed the Florida Suncoast Complex for Raymond James. Chris joined Raymond James in 2018 after working with Morgan Stanley as the manager of their Los Gatos branch in California. In addition to his role as Complex Manager, Chris works with professional athletes, entrepreneurs and affluent families, helping them manage complex financial matters – personally and professionally.
A graduate of the University of South Florida, Chris holds a Bachelor of Science in Finance and earned his MBA from Saint Leo University. He has also completed the rigorous requirements to earn his CERTIFIED FINANCIAL PLANNER™ certification.
Panelists:
Partner
Prosperity Partners
John Alfonsi is a partner at Prosperity LLC and business valuation practice group leader where he brings over 40 years of experience in tax and advisory services. He focuses his practice on business valuation and tax planning and consulting for closely-held business owners and family offices.