Christopher Nagel, CFA

Financial Advisor

Chris Nagel is a Financial Advisor in the Philadelphia office of HBKS. Prior to joining HBKS, Chris worked for BNY Mellon in Pittsburgh and Philadelphia as a Portfolio Analyst and a Senior Portfolio Analyst. As a financial advisor, Chris leverages his investment expertise to tailor advice to successful individuals and families looking to build their wealth and retire comfortably. Since joining HBKS in early 2020, Chris has helped to foster relationships with current clients and continues to expand the firm’s reach to new regions and networks.

Chris is a Chartered Financial Analyst and received a Bachelor of Science in Global Management from the University of Pittsburgh where he also minored in Spanish. Chris currently holds the position of Membership Engagement Chair for the Philadelphia Chapter of Pitt Alumni. He also is a member of the World Affairs Council of Philadelphia.

Stay Connected

Receive the latest financial and investments insights.

Name(Required)

Connect with our
professionals

Find a Professional

Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

© 2011-2026 HBKS Wealth Advisors. All rights reserved.

Broker Check badge