Christopher P. Suttmeier
Wealth Management Advisor
Chris joined Marmaras & Smith in 2023 as a Wealth
Management Advisor with a singular purpose: to provide a
preeminent Wealth Management experience for
entrepreneurs, business executives, retirees, and their
families – with service, professionalism and consistency
being the bedrock of his approach. When working with
clients and prospective clients, Chris revels in the
opportunity to simplify complexity, clarify uncertainty, and
deliver tangible value for them and their families. Through a
consistent process, clear communication and unwavering
service, Chris strives to deliver a wealth planning process that
is designed to help clients efficiently pursue their goals and
objectives.
Prior to joining Marmaras & Smith, Chris began his financial
services career in 2018 at MFS Investment Management in
Boston, MA. At MFS Chris lead a team of Internal Sales
Representatives and partnered with Financial Advisors on
developing investment allocation and portfolio construction.
In 2022, Chris joined Morgan Stanley in Princeton, NJ where
he worked with a team of Financial Advisors providing
Financial Planning services. He also created and
implemented the team’s Investment Committee &
Investment Process.
Chris earned his bachelor’s degree in Entrepreneurship from Fairleigh Dickinson University in 2017. He comes from a family that staunchly supports Rutgers Athletics and you can find him in the stands at Rutgers Stadium on Saturdays in the Fall. Chris is an avid golfer and is a member of the Bucks County Chamber of Commerce. When he isn’t golfing or cheering on Rutgers, Chris serves as a volunteer for the Kappa Sigma Fraternity in many different capacities. Chris and his wife Morgan live in Bucks County, PA with their two dogs Luna and Ferguson.
"I help clients simplify complexity and pursue their goals with confidence."
– Christopher P. Suttmeier
Qualifications
Areas of Expertise
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Wealth management for executives, entrepreneurs, and retirees
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Financial planning and portfolio construction
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Investment strategy and committee development
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Simplifying complex financial concepts for clients
Education
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B.A. in Entrepreneurship – Fairleigh Dickinson University, 2017
Experience
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Wealth Management Advisor – Marmaras & Smith, 2023–present
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Financial Planning & Investment Services – Morgan Stanley, 2022–2023
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Internal Sales Team Lead & Advisor Support – MFS Investment Management, 2018–2022
Affiliations
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Bucks County Chamber of Commerce
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Kappa Sigma Fraternity (volunteer)
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Rutgers Athletics supporter
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Philosophy
Chris believes wealth management is most effective when complexity is simplified and clients understand their options. By combining consistent processes, clear communication, and dedicated service, he helps clients confidently pursue their financial goals and long-term objectives.
Philosophy
Chris believes wealth management is most effective when complexity is simplified and clients understand their options. By combining consistent processes, clear communication, and dedicated service, he helps clients confidently pursue their financial goals and long-term objectives.
