Chris Needs, CFA®
Outsourced Chief Investment Officer (OCIO), LPL Financial
Chris Needs serves as an Outsourced Chief Investment Officer (OCIO) with LPL Financial, where he supports advisors with investment strategy, portfolio construction, and asset management solutions.
Prior to his current role, Chris worked for Good Life Companies, which he joined in 2021. In his role with Good Life, Chris researched equity and fixed income investments, developed research and performance reports, and performed due diligence for current and prospective investment allocations for the Wealth Allocation Models (WAM).
Before joining Good Life, Chris was an Investment Consultant at Park Avenue Securities, where he worked with the investment operations team and trade desk. He began his career with CUNA Brokerage Services Inc., providing investment services to credit union members as an associate advisor.
Chris graduated from Temple University in 2013 with a Bachelor of Administration in Finance and Economics.
Chris currently resides in Orwigsburg, Pennsylvania, with his family. In his free time, Chris enjoys spending time with his family, reading, golfing, and playing basketball.