Chris McLeod

In his role as Lead Portfolio Administrator on The Financial Services Network’s Portfolio Consulting

team, Chris offers trading and investment support for Independent Wealth Connections . As a key

administrative resource, Chris is responsible for entering trades at the direction of Independent Wealth

Connections , as well as general portfolio administration. Additionally, he specializes in providing trade

reconciliation and research support to the team.

Prior to joining The Network, Chris spent 9 years at State Street Bank where he worked extensively

on the Money Market and Fixed Income Team. Responsible for managing a group of analysts, the

department was responsible for valuing over 180 funds daily.

Chris lives in the Sacramento area surrounded by the women in his life including his wife and their

combined 3 daughters. In his free time, Chris enjoys catching pretty much any Bay Area sporting

event and is an avid Giants, Warriors, and 49ers fan!