Professional Experience:
Chris is a vice president and the chief operating officer (COO) for Caturano and Company, New England’s largest regional full-service CPA, consulting, and wealth management firm. As COO, Chris leverages his 24+ years of practical experience at Caturano and Company to oversee the wealth management and consulting practice areas as well as lead several of the firm’s practice management functions (internal technology, finance, treasury and operations). Chris is a member of the firm’s Executive Committee and has served in firm leadership roles including division leader of the owner-managed business practice and key member of the Management and Technology Steering Committees.

Chris has extensive client service experience including: tax advisory and compliance services in addition to audit and other attest services for owner-managed companies in various industries including health care, financial services, and manufacturing / distribution. As a general business advisor to his clients, Chris has worked closely with upper-level management to establish performance measurement systems, consult on transaction structuring, assist with business succession strategies, and advise and design non-qualified retirement plans / executive compensation models.

Educational Background:
University of Massachusetts Lowell: Bachelor of Science degree in Accountancy
Bentley College: Master of Science degree in Taxation
Bentley College: Master of Science degree in Financial Planning
Harvard Business School Leading Professional Service Firms – executive program

Professional Memberships:
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
AICPA Information Technology and Consulting Divisions
Board of Advisors – College of Management, UMass – Lowell