Christopher has over twenty-five years of experience in the financial services industry, with most of that time holding the title of Chief Compliance Officer, for both RIAs and a Broker Dealer. Christopher and Rakesh began their association in 2018 and have developed a deep working relationship over the years.
As our strategic partner, AdvisorAssist provides comprehensive compliance, regulatory and risk management solutions to ensure the success of goi. Their mission is to provide solution-based services centered around experienced consultants and scalable technology to help RIAs "build, grow, protect, and optimize" their advisory firms.