Chip Petrillo is a licensed financial professional who has been involved with financial services since the start of his career. Chip’s background has given way to two main areas of focus: Institutional Investment Services and Personal Wealth Management.
At the start of his career Chip worked for a retirement plan record-keeper. This foundation paved the way for a true understanding of how retirement plans operate from the standpoint of record-keeper and administrator, to the perspective of a plan participant saving for their next chapter. Expanding on this foundation, his experience led him to a turnkey asset management platform where he worked with investment advisors as an outsourced solution for business growth and efficiency.
These efforts later evolved into a role in Capital Markets where he was directly responsible for cultivating relationships with Insurance Companies, Money Managers, Banks and Hedge Funds. During this time he helped to build out a trading model used for underwriting commercial mortgage loans. Chip holds NASD Series 7, 65, 63, and 6 licenses as well as a Life Insurance license.
This collective experience enables Chip to provide a broad approach to wealth management and is showcased in the work he does at Salus Financial Group. When Chip is not at work, he enjoys spending time with his wife Syrena, children Filomena and Joseph as well as their two American Bulldogs. He enjoys traveling, making Pizza, snowboarding and trying new things.