Christian Orms, CFA
Chris Orms is a Billings, Montana native, educated at Billings Central and a graduate of Rocky Mountain College with a Bachelor of Science degree in Business Administration. He is a CFA Charter holder, a member of the CFA Institute, as well as the Portland Society of Financial Analysts.
Chris has spent his career in the financial services industry in various practice areas. He began in 1991 with Charles Schwab & Co., as an investment specialist working with clients to pursue their financial goals through the Charles Schwab brokerage offering. During this time he acquired a CFA Charter and Series 7, 63, and 8 Licenses.