Christopher Vanderkolk, CFA®
Director of Investments
Background
Chris brings a quant’s precision to everything he does — whether he’s building a client’s portfolio or meticulously tending to his yard. As HUB International’s Director of Investments, he researches opportunities, designs the firm’s core model portfolios, curates bespoke portfolios for clients, and monitors performance and allocations across the practice.
A North Baltimore native, Chris developed a penchant for quantitative work early on and knew by college that investments would be his career. He interned at a boutique financial advisory firm in downtown Los Angeles as a USC senior, and joined the firm full-time after graduating with a B.S. in Business Administration from the Marshall School of Business. Over seven years there, he worked his way up to portfolio manager, advising individuals and institutions on investment strategy. A move to Colorado brought him to a global mutual fund information and benchmarking firm, where he sharpened his skills in performance analysis and index fund management. Drawn back east to be closer to family, Chris went on to do equity research at a Rockville hedge fund and serve as an investment specialist at a Tysons Corner wealth management firm before joining AFS Financial Group, now part of HUB International, in 2018. He earned his Chartered Financial Analyst (CFA®) designation during this period, and now sits on the PIMCO Next Gen Advisory Council. He has been in the industry for more than 25 years.
Chris lives in Rockville, Maryland, with his two sons, Avery and Quinn, and his Norwegian Elkhound, Zoe. He takes great pride in his beautifully landscaped yard, roasts his own coffee beans, experiments with brewing techniques, and hikes and cycles throughout the region.
Advisor Location
7700 Old Georgetown Road, Suite 630, Bethesda, MD 20814
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
