Christopher Swink, CEPA ® Senior Wealth Strategist
Joined Northern Trust
Education
- Bachelors of Science in Psychology, Florida Southern College
- Completed a post graduate study in Financial Planning, University of South Florida
Credentials
- Certified Exit Planning Advisor (CEPA) ®
Expertise
Chris is a Senior Wealth Strategist for Northern Trust in Tampa. Serving business owners and their families during an exit or considering one has been a passion of his for decades. As a member of their trusted advisory team, his role is to understand their most pressing financial challenges, collaborate with them on what worked and what hasn't, and provide a customized plan of action utilizing Northern Trust's full balance sheet wealth management solutions to provide financial peace of mind.
Experience
Prior to joining Northern Trust, Chris was a Principal, Senior Client Strategist at BNY Mellon Wealth Management for ten years serving and advising business owners, institutions, and ultra-high net worth families. He has also served in similar roles at Wachovia Wealth Management and JPMorgan and has been in the financial services industry for 25 years.
Community Involvement
Chris is currently Board Chair of the American Cancer Society Tampa Bay, Board Chair and Trustee of the Rotary Club of Tampa Foundation, and Vice Chair of Tampa Bay Businesses for Culture and the Arts (TBBCA). He is also a member of the Rotary Club of Tampa, Association of Corporate Growth (ACG), and the Alliance of Mergers & Acquisitions Advisors (AM&AA).