Chris Brugger

CFA®

Associate Director

  • Shareholder

Chris Brugger is an Associate Director and shareholder of the firm. Chris covers public equity strategies globally and is responsible for sourcing and conducting due diligence on prospective managers while actively monitoring the legacy equity and hedge fund strategies for the firm.

Prior to Pathstone, Chris was Deputy Head of Public Markets Research at Veritable. In addition to sourcing and conducting due diligence on equity managers, he also led projects focused on ESG strategies as well as private credit strategies.  

Chris earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Drexel University. He also holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of CFA Society Philadelphia. 

Group

Advisory Services

- Investment Research

Certification

CFA®

Office

Philadelphia Metro Area

Contact & Locations

Chris Brugger is an Associate Director and shareholder of the firm. Chris covers public equity strategies globally and is responsible for sourcing and conducting due diligence on prospective managers while actively monitoring the legacy equity and hedge fund strategies for the firm.

Prior to Pathstone, Chris was Deputy Head of Public Markets Research at Veritable. In addition to sourcing and conducting due diligence on equity managers, he also led projects focused on ESG strategies as well as private credit strategies.  

Chris earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Drexel University. He also holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of CFA Society Philadelphia. 

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

Contact & Locations