Chris Kulick is an institutional retirement plan advisor based in Doylestown, PA.
Chris joined CAPTRUST in 2010 as a principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to empower plan committees to make financial decisions that benefit their employee base through sound advice.
Prior to joining the firm, Chris worked with Investment Only Sales at Delaware Investments and as an associate at Putnam Investments. He graduated Cum Laude from Northeastern University and has worked in the industry since 2001. When he is not in the office or with a client, Chris enjoys golf, vacations to the shore, date nights with his wife, and spending time with his children.
Education
- Bachelor of Science degree in business administration from Northeastern University
Industry Designations
- Certified Investment Management Analyst®
Industry Involvement
- Instructor, PEBA Retirement Plan Boot Camp 2013
- Member, Investments and Wealth Institute
- Member, CFA Institute CFA Society of Philadelphia Greater Valley Forge Human Resources Association
- Member, Investment Management Consultants Association
- Member, Penjerdel Employee Benefits & Compensation Association
- Advisory Council Member, Vanguard
- Advisory Council Member, Prudential
- Advisory Council Member, Lincoln
- Advisory Council Member, JP Morgan
Memberships
- Member, Cradles to Crayons
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Doylestown)
- Barron’s Top Institutional Consultants | 2021, 2022, 2023, 2024 (Team Doylestown)
- Financial Times 401 Top Retirement Plan Advisor | 2018, 2019 and 2020
- NAPA Top Retirement Plan Advisors Under 40 “Young Guns” Advisor | 2017 and 2018
- PLANSPONSOR Magazine Plan Advisor of the Year | 2018