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Christopher Wolfe

President and Chief Investment Officer at Pennington Partners & Co. LLC

Stamford, CT , United States

About

Christopher Wolfe serves as President and Chief Investment Officer at Pennington Partners & Co., a multi-family office based in Stamford, CT. In this capacity, he oversees the firm's investment platform and strategy, working closely with the CEO to drive both asset and client growth. Wolfe leads a team dedicated to providing sophisticated investment solutions and integrated advisory services for wealthy entrepreneurial families and multi-generational clients.

Wolfe possesses deep expertise across a broad range of sectors and asset classes, covering public equities, private markets, and alternative investments, as well as tax and estate planning in complex wealth scenarios. His investment focus includes strategic asset allocation for ultra-high-net-worth clients, with an emphasis on both traditional and alternative strategies tailored to business founders, CEOs, and multi-generational families. Wolfe integrates public and private investment opportunities and is known for navigating the complexities of diversified wealth management in modern financial markets.

Previously, Wolfe was Chief Investment Officer at JPMorgan Private Wealth Advisors and First Republic Private Wealth Management, and held senior roles as Head of the Merrill Lynch Chief Investment Office and Head of Global Equity for JPMorgan Private Bank. He holds an MBA from Columbia University and a BS from University of Rhode Island, and is both a CFP® licensee and CFA charterholder. With over 30 years in the industry, Wolfe is recognized for building high-performing teams and delivering strong results for clients, consistently advancing best practices and innovation in the private wealth sector.

Career History

OrganizationRoleDate RangeDetails
Pennington Partners & Co.President and Chief Investment OfficerJan 2025 to Present
JPMorgan Private Wealth AdvisorsChief Investment OfficerJul 2023 to Jul 2024
First Republic Private Wealth ManagementChief Investment OfficerJul 2016 to Jul 2023
Private Wealth Management
Merrill LynchChief Investment Officer, Private Banking and Investment GroupApr 2010 to Jul 2016
Wealth Management
Rockefeller & Co., Inc.Chief Investment StrategistSep 2009 to Apr 2010
Merrill LynchManaging DirectorJan 2006 to Jan 2009
Chief Investment Officer, Private Banking and Investment Group
Dover ManagementPortfolio ManagerOct 2004 to Sep 2006
US equity mutual fund: DRFIX US equity long/short fund
JPMorgan ChaseManaging DirectorSep 1997 to Oct 2004
Head of Global Equities

Education

Columbia Business School

1999 2001

University of Rhode Island - College of Business

1987 1991

Skills & Expertise

Alternative Investments
Series 7
Hedge Funds
Wealth Management
Asset Allocation
Fixed Income
Equities
Asset Managment
Investments
Portfolio Management
Mutual Funds
Investment Advisory
Series 63
Investment Strategies
Capital Markets
Investment Management
Private Equity
Derivatives
Investment Banking
Wealth Management Services
Securities
Management
Financial Services
Bloomberg
Financial Modeling
Finance
Valuation
Financial Markets
Financial Advisory
Risk Management
Structured Products
ETFs
Asset Management
Series 24
Strategic Planning
Marketing Strategy
Marketing
Social Media
Business Strategy
Sales
Financial Analysis
Project Management

Others at Pennington Partners & Co. LLC (10)

NameRoleLocation
B
Bruce Schulman
Managing PartnerWashington, DC , United States
J
James Pai
PrincipalWashington, DC , United States
J
Joseph Masino
AssociateWashington, DC , United States
K
Keith Kellum
Partner and Portfolio ManagerRoswell, GA , United States
William Lowrie
William Lowrie
Portfolio ManagerWashington, DC , United States
Colin Larsen
Colin Larsen
AssociateCharlotte, NC , United States
Eric Christiansen
Eric Christiansen
PrincipalWashington, DC , United States
Jacob Reinhardt
Jacob Reinhardt
Investment AnalystUnited States
L
Longhe Cao
Investment AnalystUnited States
Trey Sheain
Trey Sheain
Portfolio ManagerHouston, TX , United States

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