Christopher R. Halvey, CLU®
Mr. Halvey is Director of Insurance and Case Design for Heritage Strategies, LLC. He manages all client service matters and focuses on the firm's technical activities. His primary focus is analyzing and monitoring clients' life insurance portfolios. His analyses 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).
Mr. Halvey began his professional career at Arnone, Lowth, Fanning, Wilson, & Leibowitz in 2008, and joined Heritage Strategies, LLC in 2009.
A distinguished economics and business management graduate of Stony Brook University, Mr. Halvey earned his B.S. in the top 1% of his graduating class with an academic concentration in finance.
Mr. Halvey holds his Chartered Life Underwriter® (CLU®) designation and is currently pursuing his Certified Financial Planner® (CFP®) designation.
Mr. Halvey resides in Brooklyn, New York.