Christopher D. Bart

Managing Director, Partner

About Christopher

Chris Bart, one of the founding partners of Marcum Wealth, has over 23 years of experience providing investment advisory and wealth management services for high net worth individuals and retirement plans. Chris serves as a lead client advisor of the firm. Chris began his career with Morgan Stanley where he was an Associate Vice President and left in 2006 to start Marcum Wealth. Chris has been featured in numerous articles relating to investment management in publications that include Crain’s Cleveland Business and SmartBusiness Magazine.
Practice Focus

Financial Planning
Asset Allocation and Portfolio Design
Retirement Planning
Investment Management
Risk Management

Education and Certifications

Cleveland State University
Certified Exit Planning Advisor (CEPA)