Managing Principal

Christian Orms

Christian Orms, CFA

Principal/Portfolio Manager

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.

Chris later joined CTC Consulting, a small boutique high net worth consulting firm, a subsidiary of U.S. Trust Company in Portland, OR.  CTC Consulting is an investment consulting firm that provides investment advice to high net worth families, multifamily office, trusts, endowments, foundations and pension plans.  CTC combines dynamic research and holistic advice to help its clients preserve and enhance wealth.
Returning to Billings in 2003, Chris began a Registered Investment Advisor and Advisory practice, which he operated until the combination with Optima Capital in 2012.