Meet the Team

Chris spent the first ten years of his career inside some of the country’s largest wealth management firms and securities businesses. It was there that he realized the importance of a true client/advisor fiduciary relationship. In 2011 he co-founded OCM to make sure he would always work at a firm that put this relationship at the heart of what they do.Chris lives in Akron with his wife Chrissy and their three children, Stella, Sam and Mikey.

Prior to Co-Founding OCM in 2011, Tristan spent more than seven years in the Private Wealth divisions of some of Wall Street’s biggest brokerages, including Bear Stearns, Merrill Lynch and Morgan Stanley. Tristan thinks of OCM as a company forged from the best practices of those traditional firms with the innovations of the modern independent model. Tristan attended high school at Western Reserve Academy and continued on to graduate with a bachelor’s degree from Georgetown University in 2002, where he was a Captain of the varsity golf team. He currently lives with his wife, Caroline, and their three children in Jupiter, FL. When not spending time with his family, Tristan enjoys playing golf and fly-fishing.

Adam started his career in 1994 at Dean Witter Rynolds. Prior to joining OCM he spent 10 years at Merril Lynch developing a focused core approach to wealth management- identifying risk, enhancing after tax returns and planning for efficient wealth transfer to the next generation. His hybrid value added model outsources the CIO function to leading asset managers on Wall Street and combines this with his 30+ years of experience in portfolio management. Adam enjoys traveling with his wife Martha and their 3 adult children often join them on adventure trips like herding cattle in Montana. Lately Adam has been spotted playing guitar at open mic nights and is an avid photographer. 

Will is part of the Akron Office Team