HBKS Wealth CEO and Managing Principal Christopher M. Allegretti, CPA, today announced the promotion of Chris Hines of the Philadelphia office of HBKS Wealth Advisors to Principal.
“Chris is a proactive, insightful professional dedicated to our clients’ goals and mindful of their holistic financial circumstances and objectives,” Mr. Allegretti noted. “He has worked in the Mid-Atlantic region, demonstrating the entrepreneurial character so essential to our success.”
Mr. Hines joined HBKS in 2017. He has demonstrated leadership and commitment to HBKS client-centric values, working with his Philadelphia team members on client relationships and asset management, concentrating on the construction of customized asset allocations as well as portfolio analysis and risk management to deliver portfolios that address clients’ needs and goals.
“Focusing on the intricacies of wealth management, he has become a trusted advisor to many high-net-worth individuals and families in the region,” Mr. Allegretti said.
Mr. Hines is a Chartered Financial Analyst and holds a Bachelor of Arts from Hamilton College in Clinton NY. He is a member of the Philadelphia Chartered Financial Analyst Association. Mr. Hines began his career on Wall Street working for the Japanese investment bank, Nomura Securities, as a convertible bond trader. He has worked in New York, Hamilton Bermuda, and most recently in the Philadelphia area for First Niagara Bank’s Wealth Management group. He worked with Locust Capital Management starting in 2016 after a successful career in financial services.
Important Disclosures
Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.
