Chris Conmy is Family Wealth Advisor in our Chicago, IL office and represents clients throughout the United States. He has 25 years of experience providing ultra-high-net-worth individuals, multi-generational families, and business owners with comprehensive wealth management, post-transaction planning, wealth preservation, and investment advisory services.
Prior to joining Aaron Wealth, Chris was a senior advisor at an independent advisory firm where he played a key role in scaling the business to more than $2 billion in assets under management. Utilizing his expertise in leveraging sophisticated strategies across asset allocation, tax management, insurance, and estate planning, Chris specialized in building integrated solutions for clients designed to maximize their after-tax outcomes and the impact of their legacy goals. His particular focus was working closely with business owners, executives, and their advisory teams to structure and implement strategies around major liquidity events.
Chris holds the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning and earned a Bachelor of Business Administration in Finance & Marketing from Loyola University Chicago.
He and his family split their time between Chicago and Colorado. Chris is active in charitable initiatives, including golf-related events benefiting individuals with intellectual and developmental disabilities, and he supports youth athletics, particularly hockey. He is committed to giving back to the community and participates in a variety of philanthropic efforts.