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Christopher Rolf

Executive Vice President at Altrius Capital Management Inc.

Raleigh, NC , United States

About

Christopher C. Rolf, CFA, serves as Executive Vice President at Altrius Capital Management, Inc., where he provides asset allocation and financial planning advice to high net worth clients and sits on the firm's Investment Committee. Based in Raleigh, NC, he plays a key role in guiding portfolio strategies, particularly focusing on the firm's proprietary value-driven, income-focused investment process, which includes individual stocks and bonds with an emphasis on global revenue generation and above-average income.

Mr. Rolf's investment expertise spans global equities, dividend income strategies, and fixed income, with significant experience advising high net worth individuals and institutional clients on risk-adjusted, income-oriented portfolios. Before joining Altrius in 2015, he was Vice President and member of the Investment Committee at Lenox Advisors and previously held a role in Private Wealth Management at Morgan Stanley for five years, where he specialized in asset allocation, investment strategy, and financial planning for private clients.

He holds an MBA in Finance from Indiana University and is a CFA charterholder, in addition to a B.A. from the University of Michigan, where he also captained the Varsity Tennis Team. Mr. Rolf has been recognized for his commitment to client outcomes and brings deep knowledge of global dividend equities and income-generating assets to Altrius's multi-asset strategies.

Career History

OrganizationRoleDate RangeDetails
Altrius Capital Management, Inc.Executive Vice PresidentAug 2015 to Present
Altrius is an independent, employee owned, fee-only registered investment advisor (RIA) specializing in managing individual equities and fixed income securities. As a fiduciary and fee-only advisor, ...
Lenox AdvisorsVice PresidentJan 2012 to Jul 2015
Morgan StanleyPrivate Wealth ManagementJan 2007 to Jan 2012
- Sourced, established, and cultivated relationships with over 50 private business owners with a combined networth of $10B - Lead advisor to a $60mm private foundation and oversaw an actively managed ...
Woodmont Country ClubTennis ProfessionalJan 2004 to Jan 2006
- Significant customer service and relationship building - Administered internal and outside special events for large groups
Congressman Dave CampIntern AssociateJan 2003 to Jan 2003
- Extensive work drafting constituent letters, researching projects, issues, and bills for the legislative staff. - Attended hearings on Tax Policy and Homeland Security - Conducted Capitol Hill tours...

Education

Indiana University Bloomington

MBA, Major - Finance; Minor - Accounting; Concentration in Investment Management

2006 2008

University of Michigan

Bachelor of Arts (B.A.), History

1999 2003

London School of Economics and Political Science

2002 Present

Skills & Expertise

Alternative Investments
Asset Management
Passed Level Iii of Cfa
Fixed Income
Asset Allocation
Equities

Others at Altrius Capital Management Inc. (6)

NameRoleLocation
G
Gregory Kammerer
Executive Vice PresidentNew York, NY , United States
Max Greenberg
Max Greenberg
Executive Vice PresidentSavannah, GA , United States
Tara Hughes
Tara Hughes
Executive Vice PresidentNew Bern, NC , United States
A
Anu Prabhu
Portfolio ManagerStamford, CT , United States
Z
Zachary Smith
Portfolio Manager - Unconstrained Fixed IncomeNew York, NY , United States
Zac Smith
Zac Smith
Portfolio ManagerAustin, TX , United States