Christian Poppe
Wilmington,DE
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced environments. Self-motivated team player, adept at cultivating partnerships, and building lasting relationships across all demographics. Takes pride in connecting with clients, uncovering pain points, and providing solutions to help them meet their financial goals.
Overview
10
10
years of professional experience
Work History
Financial Advisor
Grey Fox Wealth Advisors
Wilmington, Delaware
07.2023 - Current
- Develop and deepened relationships with new and existing high-achieving families, business owners, and executives in our community and across the country to a improve their long-term financial trajectories.
- Manage client portfolios to maximize their risk-adjusted returns.
- Utilize financial planning software to create projections, scenarios, and plans tailored to individual client needs.
- Currently managing $80+ MM for approximately 100 families
Business Development/Investment Consultant
Brinker Capital
Berwyn, PA
08.2017 - 07.2023
- Engaged with financial advisors and their high-net-worth clients to provide tailored investment solutions.
- Specialized in portfolio construction and transitioning complex, highly appreciated portfolios into more diversified investment sets.
- Worked within a small team responsible for $2 billion per year in annual sales.
Annuity Wholesaler
Metlife
Charlotte, NC
08.2015 - 07.2017
- Cultivated strong professional relationships with advisors and key clients to drive long-term business development.
- Acted as a consultative resource for financial advisors and their clients to fulfill their clients' income replacement needs.
- Deepened relationships and supported advisors spanning 3 state and multiple financial channels.
Education
Chartered Financial Analyst
CFA Charter Holder
CFA Society of Philadelphia02-2023
Bachelor of Science - Finance And Management
University of South Carolina
Columbia, SC05-2015
Skills
- Portfolio management
- Financial planning
- Investment analysis and portfolio construction
- Client relationship management
- Private investments
- Tax planning strategies
Affiliations
- Hiking, Camping, Community engagement, spending time with family, and enjoying sports with friends
- Named one of Investment News's 5-Star Independent Advisors of 2025
Timeline
Financial Advisor
Grey Fox Wealth Advisors
07.2023 - Current
Business Development/Investment Consultant
Brinker Capital
08.2017 - 07.2023
Annuity Wholesaler
Metlife
08.2015 - 07.2017
Chartered Financial Analyst
CFA Charter Holder
Bachelor of Science - Finance And Management
University of South Carolina
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