Chris Karam

As Chief Investment Officer, Chris Karam helps clients pursue financial confidence by creating strategies within a disciplined review process. He and the team at Sheridan Road apply the best practices of institutional and private wealth management to their clients’ portfolios. 

Chris and the team partner with their clients to develop a sound strategic plan and review its effectiveness using a proprietary scoring system that emphasizes risk management, downside risk management and controlling expenses. 

Passionate about investing and understanding the impact of global events on the capital markets, Chris enjoys explaining complex market concepts in a way that is accessible and easily understood.  He authors white papers and plan sponsor guides to share thought leadership and deliver actionable insights.  Chris believes that clients achieve better outcomes when they make informed decisions about investing and follow a sound fiduciary process.

Prior to joining Sheridan Road in 1997, Chris spent nine years with Alliance Benefit Group of Michigan where he served as the Chief Investment Officer.  He has earned advanced certifications which demonstrate his commitment to his craft.  The Certified Investment Management Analyst (CIMA®) designation signifies a high level of consulting competency with asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. He earned his B.S. in Decision Science from Miami University.

Unique Accomplishments

  • Defined Contribution Institutional Investment Association (DCIIA) Executive Committee member 2018-2019
  • Top 50 Advisor Under 40 – National Association of Plan Advisors 2016
  • Top 20 Rising Stars in Wealth Management – Institutional Investor 2008

Chris and his wife have three wonderful children.  He enjoys experiencing other cultures, specifically learning more about Middle Eastern countries and eating Mediterranean food.  He likes staying active and enjoys running, playing tennis and volunteering his time and experience to local charitable endeavors.  Chris is particularly proud of his involvement in the Barrington Honor Ride and Run, an event that raises money for Ride 2 Recovery which is a national organization that raises money to customize bicycles for wounded military veterans.

 

Chris Karam
847-205-9073 ext. 1012
ckaram@sheridanroad.com

 

2016 NAPA award recipients are nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and industry leadership potential.
2008 Institutional Investor Top 20 Rising Stars in Wealth Management are recognized as an up-and-coming professional who is making an impact on the wealth management industry.