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Keith M. Lichtesien David Dorow Chris Bame Jennifer Baum Karen Montgomery Karen White

Christopher J. Bame, MBA, AWMA®

Anyone who holds significant investment assets finds confidence in knowing that bright minds are proactively paying attention behind the scenes and between quarterly reporting cycles. Chris’s contributions to the Strategic Thinking Team come in the form of research, sophisticated modeling, and investment analysis that supports clients’ portfolio decisions. During his six years with Resource Strategies, he has also developed the goals-based reporting system that helps clients know where they stand and feel well-informed.

• Master of Business Administration in Finance, Ohio University
• Summa Cum Laude graduate with a Bachelor of Science in Finance from Concord University, Athens, West Virginia
• Alpha Chi and Gamma Beta Phi honor societies, Concord University
• Accredited Wealth Management Advisor (AWMA®) Professional Designation awarded by
The College for Financial Planning, Denver, Colorado
• Accomplished prep and collegiate athlete
• Securities Licenses 7 & 66
• Life and Health Insurance License

Chris comes from a third-generation Ohioan family.