Chris Needs, CFA®

I graduated from Temple University with a Bachelor of Business Administration in Finance and Economics and am a CFA® charterholder.

Prior to my current role, I worked as an Investment Consultant at Park Avenue Securities and as an Associate Advisor at CUNA Brokerage Services. In my work today, I help manage approximately $2 billion in assets under advisement across dynamic and strategic portfolio positions. I’m involved in all aspects of portfolio construction and management, including asset allocation, performance analysis, and client reporting.

Outside of my day-to-day responsibilities, I co-host Good Life’s Market Enthusiast podcast alongside Noah Brooks, where we discuss market trends and key topics shaping the financial landscape.