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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Check Capital Management | MANAGING DIRECTOR | Aug 2012 to Present | — | 
| Green Thumb Financial | PRESIDENT and CHIEF INVESTMENT OFFICER | Jul 2009 to Sep 2012 | Owner of an independent Registered Investment Advisory firm in California. | 
| Charles Schwab | VICE PRESIDENT - FINANCIAL CONSULTANT | Apr 2002 to Apr 2009 | Financial Consultant at a Charles Schwab local branch. | 
| Morgan Stanley Dean Witter | FINANCIAL ADVISOR | May 2000 to Apr 2002 | — | 
Education
UC Santa Barbara
Bachelors, Environmental Studies
1991 — 1995
Others at Check Capital Management Inc/ca (2)
| Name | Role | Location | 
|---|---|---|
|  | Vice President and Senior Investment Officer | Orange County, CA , United States | 
| President | — |