Chris Marsh Portrait

CHRIS MARSH

CFP®

Chief Operating Officer

Chris Marsh Portrait

Chris is TriCord Advisors’ Chief Operating Officer and Chief Compliance Officer, managing the firm’s operations, compliance program, and client services team. He also oversees the firm’s investments with outside managers and serves as lead liaison with TriCord’s investment partners.

A former Marine Corps Staff Sergeant and Iraq War veteran, Chris has a particular passion for serving one of the most underserved populations in America: military veterans. As a member of the Financial Planners Association, he volunteers his time to veterans in financial need, and he provides pro bono financial planning through Homes for our Troops, a charity that builds housing for severely disabled veterans.

Chris grew up in Norman, Oklahoma, before his family moved to Riverside, California, where he graduated from John W. North High School. He spent his first eight years out of high school serving in the Marine Corps, then transitioned to civilian life, earning a Bachelor of Science in Business with a concentration in Accounting. He is a CERTIFIED FINANCIAL PLANNER®.

Chris has a lifelong passion for the markets, and he brings that curiosity to how he approaches the firm’s operations and client service.

Outside the office, Chris spends his time with his wife Brandi and their three children, Caden, Colin, and Brooklyn, along with the family’s dog and four cats. He’s an avid outdoorsman who enjoys exploring California’s national parks, golfing, and cycling, and he serves as team director and head coach of the Woodcrest Christian Mountain Bike Team.

“Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. TriCord Advisors, Inc.is not affiliated with Simplicity Investments.”

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