BACK

Chris Foster

Certifications

CIMA®, CRPS®

Client specialties

  • Financial Planning
  • Institutional consulting
  • Investment management
  • Personal wealth management
  • Portfolio Construction & Management
  • Risk Management

Christopher E. Foster , CIMA®, CRPS®

Co-Founder and Partner
Executive Managing Director
Chief Compliance Officer

Bio

Chris has an extensive background in wealth management, beginning his career in 2008. He is one of the Founding Partners of Procyon, where he plays a crucial role in serving institutional investors. Chris specializes in retirement plan consulting for both qualified and non-qualified plans, catering to a diverse range of clients that include some of the nation’s top companies.

As a retirement plan consulting specialist, Chris has developed a deep understanding of analytics, retirement plan design, and fiduciary best practices. He leads Procyon’s Investment Analyst group, providing clients with valuable insights on how these factors can enhance employee retirement outcomes and minimize organizational risk.

Before co-founding Procyon, Chris held several significant roles at the FDG Group within UBS. He served as a Senior Wealth Strategist, Institutional Analyst, and Senior Retirement Plan Consultant. During his time there, he was an active member of the firm’s Institutional and Retirement Plan Consulting Groups, contributing his expertise to the benefit of clients.

Chris obtained a B.S. degree in Finance and a B.A. degree in Political Science from the University of Connecticut. He has further enhanced his professional qualifications by earning the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Plans Specialist (CRPS®) designations. His commitment to excellence has been recognized by the National Association of Plan Advisors, who named him one of their Top 50 Advisors Under 40 in 2016. Additionally, Chris is a member of the Investment Management Consultant’s Association.

Chris’s extensive experience, qualifications, and dedication to serving institutional clients make him a valuable asset in the field of wealth management and retirement plan consulting. His expertise in investment analytics, plan design, and fiduciary best practices positions him well to guide clients towards achieving their financial goals while mitigating risk.

Outside of his professional endeavors, Chris resides in Glastonbury, CT, with his wife and son. He enjoys exploring new destinations through travel, engaging in outdoor activities such as skiing and golfing, and maintaining a balanced lifestyle.

Relevant Links

Thought Leadership In the News