Chris Vetrano provides consistent, efficient, high-quality client service and supports advisors throughout the entirety of their transition to the practice. He ensures that all facets of onboarding clients and their day-to-day needs are completed with the least amount of disruption and the highest level of satisfaction.
He maintains extensive contact with our internal operations staff, service providers and clients to proactively address day-to-day account-related transactions and respond timely to client inquiries.
Chris has worked with Ian Rosenfield since 2008 and has more than 15 years of experience in the financial services industry. He holds Series 7 and Series 66 securities registrations.
A Bay Area native, Chris lives in the Pacific Heights district of San Francisco. His enthusiasm for adventure includes travel, the outdoors and exercise.