Chris McLeod, AIF
Vice President, Trading Operations Administrator, Mariner Advisor Network
In his role as Vice President, Trading Operations Administrator on The Mariner Advisor Network’s (The Network) Portfolio Consulting team, Chris offers trading and investment support for Oak Wealth Management. As a key administrative resource, Chris is responsible for entering trades at the direction of Oak Wealth Management, as well as general portfolio administration. Additionally, he specializes in providing trade reconciliation and research support to the team.
Prior to joining The Network, Chris spent 9 years at State Street Bank where he worked extensively on the Money Market and Fixed Income Team. Responsible for managing a group of analysts, the department was responsible for valuing over 180 funds daily.
Chris lives in the Sacramento area surrounded by the women in his life including his wife and their combined three daughters. In his free time, Chris enjoys catching pretty much any Bay Area sporting event and is an avid Giants, Warriors, and 49ers fan!