Christopher Colasurdo, CFP®, AWMA®

For more than 15 years, Chris Colasurdo has been a steady hand behind McAdam’s RIA Operations team. As the RIA Operations manager his work covers trading of the firm’s Strategic Diversification Services and Custom Indexing portfolios, custodial support, account onboarding, data accuracy, billing, and performance reporting.

Chris joined McAdam in 2010. He earned a bachelor’s degree in Finance, Insurance & Risk Management from Saint Joseph’s University. He currently holds the Series 7 and 66 licenses. In addition to his operations responsibilities, Chris works with a small, sophisticated client base providing comprehensive financial planning and investment management services.

Outside the office, he spends time with his wife, two kids, and their dog—and he never passes up a good beach day or a trip to the mountains.