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2024 Q1 Virtual Interactive Discussion

FineMark’s Chief Investment Officer, Chris Battifarano, recently held a quarterly investment review with Senior Private Wealth Advisor, Andrew Potter. Chris and Andrew reviewed first quarter market performance, shared thoughts on recent macroeconomic developments, and discussed FineMark’s views on the months ahead. Watch the Recording Below.

Chris Battifarano Christopher T. Battifarano, CFA, CAIA

Chris has served as FineMark’s Chief Investment Officer since 2016. He has more than 20 years of experience in the investment profession, having previously worked at a large multi-family office. Chris chairs FineMark’s Investment Policy Committee. He is responsible for the firmwide investment process and philosophy and leads FineMark’s strategic investment allocation recommendations.

Andrew Potter Andrew F. Potter (10am session)

Andrew is a Senior Vice President and Senior Private Wealth Advisor at FineMark with more than two decades of experience in the financial services industry. Andrew assists in the development and implementation of the Bank’s investment strategies and manages the investment team in the Fort Myers market. In addition, Andrew is a member of the Investment Policy Committee, the Portfolio Construction Committee, and the Manager Review Committee for the Bank.

Chris Highmark Christopher R. Highmark, CFA (6pm session)

Chris is a Senior Vice President and Private Wealth Advisor at FineMark. Chris is a member of the Investment Policy Committee and the Portfolio Construction Committee. Chris also manages FineMark’s Core Strategy, Chairs the Manager Review Committee and Co-Chairs the committee that oversees the firm’s Core and Dividend Strategies.

About Christopher T. Battifarano, CFA, CAIA

Chris has served as FineMark’s Chief Investment Officer since 2016. He has more than 20 years of experience in the investment profession, having previously worked at a large multi-family office. Chris chairs FineMark’s Manager Review Committee and Investment Policy Committee. He is responsible for the firm-wide investment process and philosophy and leads FineMark’s strategic investment allocation recommendations.

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