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    Christopher Stevens, CFP

    Atlanta, Georgia

    Vice President, Portfolio Manager

    U.S. Trust

    Specialties

    Investments

    Tax

    Accounting

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    Jan 2009 – Present

    Vice President, Portfolio Manager

    U.S. Trust
    P

    Apr 2005 – Jan 2009

    Retirement Plan Coordinator

    PCA Retirement & Benefits, Inc.
    P

    Apr 2005 – Jan 2009

    Retirement Plan Coordinator

    PCA Retirement and Benefits, Inc
    R

    Aug 1998 – Aug 2003

    Relationship Management

    Regions Morgan Keegan
    M

    Aug 1998 – Aug 2003

    Financial Advisor

    Morgan Keegan
    Where I've Studied

    BA, Finance

    Georgia State University

    2010

    Certificate, Financial Planning

    Oglethorpe University

    Ask Me for a Referral

    U.S. Trust
    East Hartford, CT and 9 other location(s)
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