Sign in
Christopher Ballard

Christopher Ballard

MANAGING DIRECTOR at Check Capital Management Inc/ca

United States

About

Christopher Ballard is Managing Director at Check Capital Management, Inc., where he leads business development and provides comprehensive client service. As a CERTIFIED FINANCIAL PLANNER™ professional based in California, he delivers tailored investment guidance focused on goal-setting and retirement planning for high-net-worth individuals and institutional clients.

Ballard covers a range of sectors with particular emphasis on equity and fixed income strategies, including long-term global trends in infrastructure, renewable energy, real estate, private equity, and insurance-related investments. He is noted for his in-depth analysis of companies such as Brookfield Asset Management, highlighting their roles in AI infrastructure, insurance solutions, and global asset management.

Prior to joining Check Capital Management, Ballard accumulated twelve years' experience as Vice President / Financial Consultant at a major stockbrokerage, Financial Advisor at Morgan Stanley, and Chief Investment Officer of Green Thumb Financial, an investment advisory firm. He holds a Bachelor of Arts degree from the University of California, Santa Barbara, and is recognized for his expertise in retirement planning and his seasoned approach to navigating market cycles.

Career History

OrganizationRoleDate RangeDetails
Check Capital ManagementMANAGING DIRECTORAug 2012 to Present
Green Thumb FinancialPRESIDENT and CHIEF INVESTMENT OFFICERJul 2009 to Sep 2012
Owner of an independent Registered Investment Advisory firm in California.
Charles SchwabVICE PRESIDENT - FINANCIAL CONSULTANTApr 2002 to Apr 2009
Financial Consultant at a Charles Schwab local branch.
Morgan Stanley Dean WitterFINANCIAL ADVISORMay 2000 to Apr 2002

Education

UC Santa Barbara

Bachelors, Environmental Studies

1991 1995

Others at Check Capital Management Inc/ca (2)

NameRoleLocation
John Thatcher
John Thatcher
Vice President and Senior Investment OfficerOrange County, CA , United States
Steve Check
Steve Check
President