Christopher Ryan Lackey

Employer firm

Gw&K Investment Management, LLC CRD 121942

$52.8B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 10/2016
  Liberty Mutual Insurance
  Stratham, NH
• 10/2014 → 05/2018
  Saint Anselm College
  Manchester, NH
• 09/2014 → 05/2018
  Saint Anselm College
  Manchester, NH
• 05/2017 → 03/2019
  Rhumbline Advisors
  Boston, MA
• 03/2019 → Present
  Gw&K Investment Management
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-12-13

Designations

• Chartered Financial Analyst