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LinkedIn | cvelis@kbfcllc.com

Chris serves as Managing Director of Tax & Accounting Services at KB Financial. Chris started his career at PwC and over the last 15 years he has held various senior accounting positions at regional accounting firms. His technical background includes high-net-worth individual tax, estate/trust, partnership and corporation tax planning and compliance.

Chris is a CPA and a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He received an MBA, MS in Taxation, and a BS in Accounting from Philadelphia University.

In his free time, Chris enjoys spending time with his family, traveling, and sports.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

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KB Financial Partners LLC - Broker Dealer Disclosure

Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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