Christopher Wolfe
President and Chief Investment Officer at Pennington Partners & Co. LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pennington Partners & Co. | President and Chief Investment Officer | Jan 2025 to Present | — |
| JPMorgan Private Wealth Advisors | Chief Investment Officer | Jul 2023 to Jul 2024 | — |
| First Republic Private Wealth Management | Chief Investment Officer | Jul 2016 to Jul 2023 | Private Wealth Management |
| Merrill Lynch | Chief Investment Officer, Private Banking and Investment Group | Apr 2010 to Jul 2016 | Wealth Management |
| Rockefeller & Co., Inc. | Chief Investment Strategist | Sep 2009 to Apr 2010 | — |
| Merrill Lynch | Managing Director | Jan 2006 to Jan 2009 | Chief Investment Officer, Private Banking and Investment Group |
| Dover Management | Portfolio Manager | Oct 2004 to Sep 2006 | US equity mutual fund: DRFIX
US equity long/short fund |
| JPMorgan Chase | Managing Director | Sep 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
Others at Pennington Partners & Co. LLC (10)
| Name | Role | Location |
|---|---|---|
B Bruce Schulman | Managing Partner | Washington, DC , United States |
J James Pai | Principal | Washington, DC , United States |
J Joseph Masino | Associate | Washington, DC , United States |
K Keith Kellum | Partner and Portfolio Manager | Roswell, GA , United States |
| Portfolio Manager | Washington, DC , United States | |
| Associate | Charlotte, NC , United States | |
| Principal | Washington, DC , United States | |
| Investment Analyst | United States | |
L Longhe Cao | Investment Analyst | United States |
| Portfolio Manager | Houston, TX , United States |
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