Chris Theordor

Chris is a Senior Vice President and Senior Managing Director in San Diego, leading a highly experienced team of subject matter experts who deliver integrated investment, fiduciary and planning solutions to high‑net‑worth individuals, families and businesses. Prior to assuming this role, he served as Senior Investment Officer, responsible for portfolio management and the development of asset allocation, estate and retirement planning, and tax‑efficient strategies.

Before joining Northern Trust, Chris worked as a Co-Portfolio Manager at a Registered Investment Advisory firm in San Diego, crafting portfolios for clients totaling over $400 million in assets under management. Chris also served as the Co-Portfolio Manager for the firm’s proprietary options strategy. Prior to that, he was a Vice President and Investment Consultant for Meketa Investment Group in Carlsbad, CA, advising institutional portfolios totaling over $20 billion in assets for pensions, endowments, and foundations. Chris began his career on Wall Street in New York City as an Associate for Sidoti & Company LLC, a sell- side equity research firm specializing in US small and micro-cap stock picking.

2022

Chris received a BS in Economics & Finance from Fairleigh Dickinson University in New Jersey, where he also pitched for the Knights NCAA Division I Baseball Team.

CERTIFIED FINANCIAL PLANNER® professional. Chartered Alternative Investment Analyst Association®.