Kris Tedeschi brings over a decade of experience in delivering comprehensive wealth management strategies to successful executives, business owners, and their families. His experience spans personalized investment planning, risk management, tax-efficient strategies, strategic philanthropy, and wealth transfer planning. Kris is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation. He has been recognized by Forbes as a Best-In-State Wealth Advisor in 2024* and Best-In-State Wealth Management Team Member in 2024 for his contributions in wealth management.
Kris is an active member of the Boston Estate Planning Council, the CFA Institute, and the Boston Security Analysts Society. His academic background includes an MBA in Finance from New York University’s Stern School of Business and a BA in Economics from Trinity College, where he was also the captain of the Men’s Lacrosse team. Kris is dedicated to providing clients with structured and clear financial guidance, leveraging his extensive knowledge and experience.
Education and Credentials:
- New York University: MBA in Finance
- Trinity College: BA in Economics
- Certifications: CFA, CFP®
Personal Life and Interests:
- Enjoys running, cycling, skiing, and golfing
- Lives in Hingham with his wife Abbie and their three children, Sloane, Theo, and Maya
*The Forbes Best-in-State Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23.
**The Forbes Best-In-State Wealth Management Team (Massachusetts) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
