Chris Mortvedt is an Associate, Wealth Advisor in Cresset’s Scottsdale office. In his role, he provides personalized and customized financial strategies to ultra-high-net-worth clients and their families. Chris is committed to maintaining a high level of client satisfaction by providing exceptional service.
Prior to Cresset, Chris worked for a registered investment advisory in Phoenix and previously for Charles Schwab. His experience gives him a deep understanding of how to communicate complex needs between Cresset clients and their custodians. He also has a robust understanding of financial planning and modeling of multifaceted client situations.
Chris earned a bachelor’s degree in finance and economics from Grand Canyon University in Phoenix. Chris and his wife, Natalie reside in Chandler, Arizona with their golden retriever, Winston. When not in the office, you can find Chris outdoors hiking, snowboarding, or camping.