With 20+ years of experience in middle-market finance/commercial banking, Chris began his career at American National Bank (which morphed into Bank One then JPMorgan), before joining Wintrust in December 2009 to kick start its downtown commercial banking presence. He joined CDEC in 2019 after CDEC became part of Wintrust.
A Louisville, KY native, Chris received his MBA from The University of Chicago Booth School of Business in Finance, Entrepreneurship, Accounting and Strategy and has a B.A. in Economics from Washington University in St. Louis.
As an active philanthropist, Chris was recently stepped down as Board President of Friends of Prentice, the volunteer fundraising board that supports Prentice Women’s Hospital. Additionally, Chris supports March of Dimes (chair of 2016 Signature Chef’s event), Boys’ Hope/Girls’ Hope, American Cancer Society, and LINK Unlimited. In his spare time, Chris enjoys being on the sidelines of his kids’ athletic endeavors, golf, running, music, travel, wine, and the Cubs (not necessarily in that order)!
Deferred's AI 1031 Research Assistant is trained on 8,000+ pages of US tax law and outperforms human CPAs by 22%+
CHAT NOW
Essential reading for anyone planning a like-kind exchange. Discover how to navigate capital gains and 'boot' in a 1031 exchange with our comprehensive guide. Learn what constitutes taxable boot, including cash and mortgage scenarios, and strategies to minimize tax implications.
Established in 1921, 1031 Exchanges have evolved through key legal cases and legislative changes, including the introduction of delayed exchanges, stricter timelines, and rules for holding exchange funds. Despite these changes, the core purpose remains to incentivize real estate investment and market growth.
A 1031 exchange can be an incredible tool for real estate investors to reduce their tax liability. We demystify the rules required to qualify and successfully complete a like-kind exchange.
