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Christopher D. Kulick, Jr.Senior Vice President, Financial Advisor

  • 1980 South Easton Road
    Suite 210
    Doylestown, PA 18901
  • 215.348.8811
  • LinkedIn

Christopher joined CAPTRUST in 2010 as a senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Christopher worked with Investment Only Sales at Delaware Investments and as an associate at Putnam Investments. Christopher has worked in the industry since 2001.

EDUCATION

  • Degree in Bachelor of Science in business administration in finance from Northeastern University

INDUSTRY DESIGNATIONS

  • Certified Investment Management Analyst (CIMA)

MEMBERSHIPS

  • Investment Management Consultants Association (IMCA) 
  • CFA Institute CFA Society of Philadelphia Greater Valley Forge Human Resources Association (GVFHRA) 
  • Penjerdel Employee Benefits & Compensation Association (PEBA)

AWARDS AND RECOGNITION

  • 2018 Financial Times 401 Top Retirement Plan Advisor
  • 2018 PLANSPONSOR Plan Adviser of the Year
  • 2017 and 2018 NAPA Top Retirement Plan Advisors Under 40 “Young Guns” Advisor

INDUSTRY INVOLVEMENT

  • Instructor of PEBA Retirement Plan Boot Camp 2013

Personal Profile

Hometown:
Philadelphia, PA
Favorite Book or Movie:
The Art of Racing in the Rain and The Natural
Ideal Dinner Guest:
Ronald Reagan, Benjamin Franklin and my wife, Alexis
Words to Live By:
My father instilled in me that "Proper Preparation Prevents Poor Performance" (the 5 P's).
Qualities I Admire in People:
Honesty, integrity, and a sense of humor
Favorite Philanthropy:
Cradles to Crayons