Christopher D. Kulick, Jr., CIMA®

Christopher D. Kulick, Jr., CIMA®

Principal,
Financial Advisor

  • Philadelphia, PA
  • The Art of Racing in the Rain | The Natural
  • My wife Alexis, my son Christopher, and my daughters Victoria and Emma.
  • Proper Preparation Prevents Poor Performance
  • Honesty, integrity, and a sense of humor.

Financial Advisors

Chris is a retirement plan advisor based out of Doylestown, PA.

Chris joined CAPTRUST in 2010 as a principal, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to empower plan committees to make financial decisions that benefit their employee base through sound advice.

Prior to joining the firm, Chris worked with Investment Only Sales at Delaware Investments and as an associate at Putnam Investments. He graduated Cum Laude from Northeastern University and has worked in the industry since 2001. When he is not in the office or with a client, Chris enjoys golf, vacations to the shore, date nights with his wife, and spending time with his children.

Education

  • Bachelor of Science degree in business administration from Northeastern University

Industry Designations

  • Certified Investment Management Analyst®

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Doylestown)
  • Financial Times 401 Top Retirement Plan Advisor | 2018 and 2019
  • NAPA Top Retirement Plan Advisors Under 40 “Young Guns” Advisor | 2017 and 2018
  • PLANSPONSOR Magazine Plan Advisor of the Year | 2018

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

News & Resources

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