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Christopher Rolf
Executive Vice President at Altrius Capital Management Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Altrius Capital Management, Inc. | Executive Vice President | Aug 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 Advisors | Vice President | Jan 2012 to Jul 2015 | — |
| Morgan Stanley | Private Wealth Management | Jan 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 Club | Tennis Professional | Jan 2004 to Jan 2006 | - Significant customer service and relationship building - Administered internal and outside special events for large groups |
| Congressman Dave Camp | Intern Associate | Jan 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
Others at Altrius Capital Management Inc. (6)
| Name | Role | Location |
|---|---|---|
G Gregory Kammerer | Executive Vice President | New York, NY , United States |
| Executive Vice President | Savannah, GA , United States | |
| Executive Vice President | New Bern, NC , United States | |
A Anu Prabhu | Portfolio Manager | Stamford, CT , United States |
Z Zachary Smith | Portfolio Manager - Unconstrained Fixed Income | New York, NY , United States |
| Portfolio Manager | Austin, TX , United States |