Back arrow OUR TEAM

Chris Lai, CFA

Chris Lai, CFA®, serves as the Co-Chief Investment Officer at Ascent. He plays a pivotal role in overseeing the firm’s investment philosophy, managing its equity and fixed income strategies, and providing clients with insightful perspectives on the market.

Prior to joining Ascent, Chris was a Portfolio Manager at Strategic Financial Services, where he managed the Equity Income strategy.

Chris holds the Chartered Financial Analyst® (CFA®) designation. He earned his MA in Economics from the State University of New York at Buffalo and a BA in Materials Science and Engineering from Nanyang Technological University of Singapore.

Chris lives in Syracuse, NY, with his wife Lisa, a breast oncology surgeon at Upstate Medical.