Chris Connelly

Chris Connelly, AIF® has a passion for helping business owners and plan sponsors run their company sponsored retirement plan.

Chris possesses a thorough knowledge of the retirement plan industry.  He has spent the majority of his career with leading retirement plan providers, including Fidelity, Putnam, Principal Financial Group and most recently Transamerica. Chris has the unique experience of working on a range of Retirement Plan arrangements and types, servicing and consulting with Defined Contribution Plans (401k & 403b), Cash Balance Plans, Defined Benefit/Pension Plans, Employer Stock Ownership Plans (ESOP's) and Multi-Employer Plans (MEP’s).

Plan design, provider capabilities & pricing, plan investment analysis and participant education are just a few of the areas in which Chris excels. Chris began his career at Fidelity, then had the unique opportunity to deliver participant education for Putnam conducting group and 1-on-1 education meetings nationwide. He then moved to Principal Financial Group as a Retirement Plan Relationship Manager helping plan sponsors achieve successful outcomes for their plan participants.  He then transitioned to Retirement Plan Sales for Principal in northern New England before moving over to Transamerica, where he served as Regional Vice President in eastern Massachusetts.  

Chris is a Holy Cross College graduate and recently achieved the Fi360® Accredited Investment Fiduciary (AIF®) designation, which certifies a designee's specialized knowledge of fiduciary standards of care and their application to the investment management process.

Chris resides in Wilmington, MA with his wife Tracy and their daughter Claire. If Chris is not in the office you can find him cheering on Claire at her swim meets, golfing, or vacationing with his family in Maine.