Broker Check

Chris Tormey  







Chris Tormey

Financial Advisor

(203) 610-2363
chris.tormey@bullharborcapital.com 

I have been serving clients in the financial industry for over three decades. Prior to bringing my practice to Bull Harbor Capital, I was a financial advisor at MONECO Advisors, Barnum Financial Group and Strategies for Wealth. Before finding my passion for financial planning, I  founded and was a risk management specialist at two hedge funds and worked as a derivatives specialist at several investment banks covering hedge funds and money managers. I have a Series 66 securities license and am licensed to work with clients seeking life, health, and property & casualty insurance.

I earned my MBA in Investment Management at the University of Virginia’s Darden School of business, where I proudly served as Presiding Partner of the school’s investment fund and President of the Investment Club. Prior to attending business school, I worked as an engineer after earning degrees from the University of Virginia (M.A., Biomedical Engineering) and State University of New York at Buffalo
(B.S., magna cum laude, Chemical Engineering).

I reside in Fairfield, Connecticut with my lovely  wife, Carolyn, and we most enjoy visiting and spending time with our four children, Justin, Brian, Severin, and Mackenna. I'm an avid golfer, platform tennis player,
and reader of all things relating to finance, history, and economics. 

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AREAS OF FOCUS

High Net Worth

We understand the advanced needs of high net worth individuals and the uniquely entwined personal and business financial needs of business owners and entrepreneurs.

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Wealth Management

Years of experience have prepared us to guide you through your life transitions.

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Investment Management

We seek to maximize the risk-return equation in order to reach the client’s return goals with low volatility and downside protection through diverse asset allocation and informed, strategic investment manager selection within asset classes.

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Institutional Clients

The complex needs of institutional clients demands a specialized service offering to ensure each unique situation is addressed. While investment management is the core of our offering to institutional clients, our wealth management team is also involved where appropriate.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."