Advisor Board Representative
A native of Hingham, Massachusetts, Chip Joined Lakeview Capital in August of 2015. Over the years as Chip’s practice grew, and the needs of his clients started to get more complicated, he knew going independent would be the only way to provide creative and unbiased solutions to life’s complex financial decisions. With the family office structure of Lakeview, he is excited to leverage Lakeview Institutional Wealth’s world-class investment research and also provide clients with comprehensive financial and tax planning services. Chip spends a considerable amount of his time working through faith-based planning initiatives for his clients.
Before joining Lakeview, Chip was most recently a Vice President at J.P. Morgan Securities (2010 - 2015) where he was also selected to be a member of the J.P. Morgan Chase Ambassador Program. Prior to that, he was a Financial Advisor with Morgan Keegan (2004 - 2010). Chip began his financial services career two days after graduating from college when he moved to Atlanta to work at YieldQuest Investment Group with McDonald Investments, Inc., where he was a Vice President (1998 - 2004).
Chip received a Bachelor’s Degree in Finance with a minor in Economics from Rensselaer Polytechnic Institute in Troy, New York. He played lacrosse in college and has been a volunteer coach at the high school and elementary levels. Chip is an active member of his church and a current board member of ROI Ministry, where he helps analyze Christian-based charities.
Chip has been married to Crystal for over 10 years and they have three beautiful daughters, Olivia, Alyssa and Lilah.
Quote to live by: “Courage is contagious. When a brave man takes a stand, the spines of others get