Christopher Schleer
Associate Director
Family Office Management Team
Christopher Schleer
Associate Director, Family Office Management Team
Chris is a valued member of the Family Office Management Team where he is responsible for supporting the complex needs of the firm’s family office clients. He works closely with colleagues across TwinFocus’s business units, in efforts to enhance the family office experience. He is passionate about working collaboratively with families to facilitate bespoke client service while navigating comprehensive goals-based integrated multigenerational investment, wealth, tax and estate planning strategies.
Chris is an experienced financial professional with a background in investor services, private wealth management, and client service for UHNW families and individuals. Prior to joining TwinFocus, he served as a Relationship Manager at a Boston-area administrative multi-family office, where he developed tailored solutions to meet his clients' financial needs. Throughout his career, his experience has spanned client advisory operations, data integration, performance reporting, and asset allocation strategies.
Chris graduated from Gettysburg College, where he double majored in Economics and International Affairs.
Get to know Chris.
What do you enjoy most about your job?
What I enjoy most about my job is being relied upon by our clients. There’s genuine satisfaction in knowing they trust our team with their financial well-being. Delivering on that trust requires strong internal collaboration across teams working toward one goal: exceptional client service.
What unique personal skills make you great at your role at TwinFocus?
The skills that allow me to succeed are sincerity and dedication. Both are essential to relationship building and delivering white glove service to our clients.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
Having experienced the importance of sports for personal development in my own upbringing, I would run a youth basketball clinic to keep the next generation healthy, active and engaged. Relationships built through sports can be truly formative and I would enjoy mentoring today’s youth.
What do you enjoy doing outside of work?
I love staying active by spending time outdoors with my wife and golden retriever. Hiking, skiing and beach days are our favorite.