Chris McCoy is a Financial Advisor at RMR Wealth Builders, Inc., where he brings over two decades of experience in investment management and retirement planning. He specializes in managing equity and balanced portfolios for high-net-worth individuals, small businesses, 401(k) plans, and institutional clients. Before joining RMR Wealth, Chris held senior roles at ING Financial Services and First Republic Group, where he served as Vice President of Portfolio Management. His focus has long centered on providing objective research, personalized financial guidance, and timely education to both fiduciaries and plan participants. Since 2013, he has concentrated on fee-based portfolio management,

Christopher McCoy
Financial Advisor
RMR Wealth Builders Inc
United States, New York, New York
About Me
Profile Information
Financial Advisor
RMR Wealth Builders Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Sep 24, 2025
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