Chris Kulick, Principal, Financial Advisor
Based in Wayne, PA, Chris Kulick is a principal and financial advisor who specializes in institutional retirement plans. Since joining CAPTRUST in 2010, he has dedicated himself to providing retirement plan advisory services to corporate fiduciaries. His motivation is to empower plan committees with sound advice, helping them make financial decisions that directly benefit their employees.
Before his time at CAPTRUST, Chris worked in Investment Only Sales at Delaware Investments and as an associate at Putnam Investments. He is a Cum Laude graduate of Northeastern University and has been a professional in the industry since 2001. When not working with clients, Chris enjoys golfing, taking trips to the shore, and, most importantly, spending time with his wife and children.
Education
- Bachelor of Science degree in business administration from Northeastern University
Industry Designations
- Certified Investment Management Analyst®
Industry Involvement
- Instructor, PEBA Retirement Plan Boot Camp 2013
- Member, Investments and Wealth Institute
- Member, CFA Institute CFA Society of Philadelphia Greater Valley Forge Human Resources Association
- Member, Investment Management Consultants Association
- Member, Penjerdel Employee Benefits & Compensation Association
- Advisory Council Member, Vanguard
- Advisory Council Member, Prudential
- Advisory Council Member, Lincoln
- Advisory Council Member, JP Morgan
Memberships
- Member, Cradles to Crayons
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022, 2024, and 2025 (CAPTRUST Doylestown)
- Barron’s Top Institutional Consulting Teams | 2021, 2022, 2023, 2024, and 2025 (Team Doylestown)
- Financial Times 401 Top Retirement Plan Advisor | 2018, 2019 and 2020
- NAPA Top Retirement Plan Advisors Under 40 “Young Guns” Advisor | 2017 and 2018
- PLANSPONSOR Magazine Plan Advisor of the Year | 2018