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9781544549156

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Chris has built a reputation as a trusted advisor, mentor, and leader for over forty years in the investment business. A protective steward of his clients' capital, he is not afraid to go against consensus when he has conviction. He chooses to avoid risk and deliver consistent returns to chasing Alpha. In his latest book, Chris explains the roadmap that has led to his multi-decade list of successful and loyal clients. He writes it as a son, husband, father, and life-long student of the ever-challenging but always fascinating world of investing. -Meredith Whitney, CEO - Meredith Whitney Advisory Group. The Oracle of Wall Street - Bloomberg. Chris is an extraordinary wealth advisor and partner who internalizes clients' goals and aspirations. He applies the fundamentals of portfolio management but also identifies proprietary thinking opportunities grounded in decades of cross cycle experience at the highest levels as a student of markets and industries. Chris has a voracious appetite for learning and continually identifies opportunity and creates value for others. He relishes in the success of those he counsels. -Scott Freidheim, Managing Partner - Freidheim Capital, LLC & Bestselling Author. As a private wealth advisor for 37 years, I can attest to the common sense and practical ideas in Chris Poch's new book, Money and Meaning: What I've Learned from Advising the Very Wealthy. But why do you really need to read this book? To take conventional ideas and use them as springboards for a financial life that reflects you. To grow your understanding of issues you don't often see discussed: the role of risk in any portfolio; the temptation to make portfolio choices from avoidance rather than long term thinking; the role of money as a tool for your family. And hey, advisors! Get a ringside seat on what the smartest clients expect and how they are evaluating YOU! -Mary Deatherage, Co-Founder and President - Xcelerate Growth Partners, LLC. Former Managing Director - Morgan Stanley, Private Wealth Advisors, Baron's Hall of Fame.

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Christopher F. Poch is the founder and CEO of Promethium Advisors, a wealth management firm serving family offices and high-net-worth individuals. As founder and head of Citi Private Wealth Management at Citigroup Smith Barney, Chris is recognized as a global leader in advising ultra-high-net-worth families. He has held senior positions at Bessemer Trust, the Private Bank, and Citibank's International Private Bank. Over his four-decade career, he has received numerous industry awards and has been widely quoted in Barron's and The Wall Street Journal. Chris is an avid basketball fan and involved in philanthropic activities with organizations that include Villanova University, the Society of the Sacred Heart, and the Order of Malta.

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