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Chris Halvey
(Managing Director of Insurance & Case Design)
Christopher joined Heritage in 2008 and is currently the Managing Director of Insurance and Case Design. Mr. Halvey oversees the entire team responsible for analyzing and monitoring all client life insurance portfolios. Christopher performs in depth analysis that include advanced planning techniques and the sophisticated use and design of life insurance.
Mr. Halvey monitors ongoing life insurance industry developments and closely examines the financial stability of underlying companies (i.e. dividend and financial analysis). In addition, he monitors changes in tax laws and other legislation to ensure that client objectives continue to be met.
Mr. Halvey earned his bachelor’s degree from Stony Brook University with a double major in Economics and Business Management, and a concentration in Finance.
Mr. Halvey holds his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.
