Chris Larkins has over 20 years of experience providing financial counsel to corporate executives and high net worth individuals and families on their personal finances, taxes, investments, wealth transfer plans, and charitable initiatives.
Prior to joining Storey & Associates, Chris was a co-founding Partner, Senior Financial Advisor and a member of the Investment Committee at HPM Partners. As a member of HPM Partners' executive team, Chris contributed to the overall strategic direction of the firm, and managed client relationships composed of corporate executives, entrepreneurs, private equity principals, and professional athletes, coaches, and general managers. Chris was a member of HPM Partners' Investment Committee, and was directly involved in developing investment strategy, analyzing client portfolios, recommending portfolio allocations, and evaluating and selecting investment managers.
Prior to joining HPM Partners, Chris was a Senior Advisor and Investment Policy Committee member of Deloitte Investment Advisors, a national investment consulting firm. In this role, Chris was responsible for identifying, evaluating, and selecting investment managers; conducting performance measurement and attribution analysis; and delivering comprehensive wealth management services, which included tax, investment, insurance, gift, estate, retirement, cash flow, and balance sheet management planning.
Chris received a B.A. in Accounting from the University of Toledo. He is a Chartered Financial Analyst, Certified Financial Planner (inactive), Certified Public Accountant (inactive) and holds the Series 65 license.