CoverProfile

Christopher McCoy

Financial Advisor

RMR Wealth Builders Inc

United States, New York, New York

About Me

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,

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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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