Our Firm

Personalization comes standard

At Chevelon, we believe your unique life experience and distinctive ongoing needs deserve their own financial roadmap. While we graciously serve a diverse group of individuals and entities, there is one prevalent necessity that is shared across our entire client base: an investment advisory firm with critical insight and differentiated experience operating as your trustworthy fiduciary who acts solely with your best interests in mind. After all, no two clients are the same. So why should your wealth management solutions be?

Chris Hanrahan

Our Founder

A seasoned investment manager, Chris Hanrahan amassed more than 20 years’ experience at some of Wall Street’s most prestigious asset management firms, managing more than $500 million at the institutional level. During that time, he spent numerous years interacting with senior management teams of large, public companies— experience that consequently offers Chevelon clients a completely distinguished approach to investment analysis and selection. Additionally, Chris is a formally trained fundamental research analyst with a proven proficiency in financial statement scrutiny and quality of earnings deficiencies. He received his MBA in Finance from New York University Leonard N. Stern School of Business, and graduated Magna Cum Laude from the University of Arizona, majoring in Finance.

 

Chevelon was incepted when Chris noticed how it was becoming common industry practice to place clients in standard, cookie-cutter portfolios that demonstrated a high degree of asset cross-pollination coupled with excess fees. In other words, most individuals were being placed in portfolios that roughly owned the same stocks and index related products as their peers, irrespective of the fact that each individual possessed varying preferences, tastes, and objectives. Moreover, many of these investment products were laden with excess fees. Chris knew he could do better for his clients not only by applying his noteworthy experience to create customized investment solutions, but also by applying his ethos and integrity to create lasting relationships built on trust and mutual respect. 

charles schwab

CHEVELON AND CHARLES SCHWAB

Our clients’ assets are custodied at Charles Schwab, which houses more than $6 trillion across 28 million brokerage accounts. Through this strategic relationship, Chevelon clients are privy to a vast list of sophisticated products and services.