About Us

Christopher Perrillo

Christopher’s goal is to provide High Net Worth Families and Businesses assistance in Creating, Protecting and Passing their Wealth through a Comprehensive Holistic Approach. He is committed to building long-term relationships with clients and helping them reach their goals. Focusing on Wealth Management Strategies & Investments, as well as Protection & Retirement planning. He strives to help build financial freedom for his clients by applying a Tactical investment philosophy; such as quantitative analysis, technical analysis, fundamental analysis, behavioral finance and risk management based on clients’ personal investment objectives, resources, time horizon, risk profile and suitability. He prides himself on his professionalism, integrity, attention to detail, good listening skills and great empathy as symbols of his appreciation of his clients, as he puts them first while maintaining administrative compliance.

Christopher is licensed to sell insurance in: [NY, NJ, TX] and securities in: [CA, CT, FL, MN, NJ, NY, OK, RI, TN, TX]. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. He is a registered representative of and offer securities and investment advisory services through MSI Financial Services, Inc., Member SIPC (www.SIPC.org).

Domiciled in NY