Chris Calise, CFA®, CRPS®

Director, Wealth Advisor

Chris is a Director and Wealth Advisor at Haven Private. He serves successful families around the country providing tailored solutions to their unique financial needs.

Chris brings the dual perspective of a seasoned business owner and CFA Charterholder, combining strategic operating insight with rigorous investment discipline. He helps clients align capital allocation, tax-aware strategies, and long-term planning with both personal and business goals, offering clear, pragmatic guidance through periods of growth, transition, and uncertainty.

Additionally, works with corporate retirement plan sponsors to help them evaluate existing plans or select the appropriate plan(s), implement the plan(s), navigate fiduciary responsibilities, and ensure ongoing regulatory adherence for both employers and employees.

In 2020, Chris acquired a real estate company and led it to double its profitability over five years before successfully exiting. This hands-on experience scaling and selling a business informs how he advises owners on value creation, risk, and exit planning.

Before joining Haven Private, Chris held roles in Investment Banking, Private Banking, and Portfolio Management, working across capital markets, advisory, and discretionary investment functions. This background enables him to connect institutional-quality tools and structures to the needs of private clients and closely held businesses.

Chris holds a Bachelor’s in Finance from the University of Central Florida. He also holds the Chartered Financial Analyst (CFA®) designation, a global designation recognized as a gold standard in investment management and ethics. Finally, Chris is a Chartered Retirement Plans Specialist (CRPS®), a professional designation for financial advisors focusing on employer-sponsored retirement plans with a focus on expertise in designing, installing, maintaining, and administering corporate retirement plans like 401(k)s, 403(b)s, and defined benefit plans