Chris Demetropoulos joined LFM Wealth Management after 4 months at TEAM Wealth Investments as the portfolio manager and 18 years at Trillium Asset Management, a leader in socially responsible investing. He earned his B.S. in Business Administration from the University of Massachusetts Lowell and has an executive certificate in certified financial planning from Duke. He is active in his community and is currently on the board of directors for First in Families of North Carolina.
Chris enjoys working directly with clients and assist in making financial planning an easy-to-understand process. Chris shares our firm’s passion for having day-to-day conversations about money. “Financial conversations can be tricky for many people,” says Chris, “I believe the more we can open up about money and the decisions we need to make around it, the better off we are.” At LFM Wealth Management, financial planning services are an integral part of our managing our clients’ portfolios and we take great pride in making certain our clients fully understand this process.