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CHRISTOPHER AYER

SVP WEALTH MANAGEMENT

Christopher appears in the Top 100 

People in Finance Magazine

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Christopher Ayer

 

Christopher Ayer is a senior vice president, wealth management at Pallas Capital Advisors, a renowned independent financial planning and investment advisory firm with a prominent presence across the Northeast. With over two decades of industry experience as a financial advisor, Christopher brings a wealth of knowledge and expertise to his role.

Based in the bustling Portsmouth, NH office, Christopher specializes in tax and risk mitigation through advanced planning. His focus is on closely held business owners and wealthy families, especially in high income tax states. While each individual’s outcome may be different, he’s helped clients save hundreds of millions of dollars utilizing proper advanced estate planning.

Christopher oversees a diverse portfolio of 60 clients, managing an impressive $250 million in assets. What sets him apart from others in the field, however, is his collaborative approach to financial planning. He works closely with clients' other advisors—including CPAs, attorneys, and investment bankers—to design tailored, tax-efficient estate plans that prioritize clients' needs and goals.

As an advocate and fiduciary, Christopher places his clients first, fostering strong, lasting relationships built on trust and transparency. His creativity in problem-solving and dedication to service, coupled with his team's prompt responsiveness and integrity, ensure a top-notch experience for clients.

Christopher's journey to Pallas Capital Advisors began with 20 years of service at various major wire houses, where he honed his skills and refined his approach to financial planning. He holds a Bachelor of Arts degree from Gordon College and pursued graduate work at Dartmouth in the Master of Arts in Liberal Studies Program.

Christopher's contributions to the industry have earned him recognition, including being named the Face of Financial Planning in the December 2023 issue of NH Magazine and ranking as the #15 Solo Advisor to Watch by Advisor Hub in 2023. The Advisor Hub award is based on growth, professionalism, and level of service and scales from the 2021, 2022 and 2023 time periods. Neither Pallas Capital Advisors nor its advisors pay a fee in exchange for these rankings.

Motivated by his passion for meeting and assisting entrepreneurs from diverse backgrounds, Christopher finds fulfillment in building strong relationships with his clients. He takes pride in his estate and asset protection planning services and knows his skills will support the longevity and success of his clients’ businesses and families. Beyond his professional endeavors, Christopher actively supports his community through charitable contributions and volunteer work, embodying the values of integrity, empathy, and generosity in both his personal and professional life.

Christopher Ayer's dedication to his clients, his community, and his craft exemplifies the ethos of Pallas Capital Advisors—a firm committed to prioritizing people above all else.

 

Christopher Ayer
SVP Wealth Management
Pallas Capital Advisors
Website: https://www.pallascapitaladvisors.com/
LinkedIn: https://www.linkedin.com/in/christopher-ayer-30a62817/

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