Christopher Barto

Portfolio Management

Senior Investment Analyst



Chris’ core focus as the Senior Investment Analyst is to assist the Head of Asset Management, the CIO and the firm with equity research, portfolio management, and bring new ideas to the table for long-term investing in the Individual Securities models. With an extensive background in equity research and portfolio management, Chris is constantly studying new businesses and looking for opportunities while creating a long-term diversified portfolio for clients. Chris is a big proponent of the fact that markets are dynamic, and analysts must be as well to adapt to the changing landscape.


In undergraduate school, Chris was the head of Industrials Sector of the Student Managed Investment Portfolio. This led to Chris being an Investment Analyst at an advisory firm out of college where he assisted the CIO in equity research, equity picks, and portfolio allocation including derivatives. He then decided to pursue an MBA in Business Analytics to further his education and networking base while starting his own Investment Research Website.


Robert Morris University, MBA in Business Analytics

Indiana University of Pennsylvania, B.S in Finance


Chris resides in Wexford with his wife, daughter, son, two dogs, and a cat. When not studying markets and businesses, he enjoys spending as much time with his wife and kids, working out, golfing, and being a dad and husband.


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