Chris  Carosa

Chris Carosa

Chris Carosa M.B.A. is the President of Carosa Stanton Asset Management, LLC, and serves as the Chairman of the Bullfinch Fund, a family of flexible no-load mutual funds, frequently ranked in the top ten nationally by Lipper. He has extensive national media experience including Reuters, Barron’s, the New York Times, CNN, the BBC, The Journal of Financial Planning, Advisor Today magazine and FOX Business Network.

He is a Certified Trust and Financial Adviser, Chief Contributing Editor to FiduciaryNews.com, a highly-respected industry watchdog and news organization and author of Hey! What’s My Number? How to Improve the Odds You Will Retire in Comfort and From Cradle To Retirement: The Child IRA.

Interviews with Chris Carosa »See allInterviews RSS Feed

Chris Carosa joins Jim Blasingame to discuss some of the ways to establish customer engagement – like selfie videos – that foster relevance and trust.
Chris Carosa joins Jim Blasingame to discuss how to use the multiple digital platforms to connect with customers with an analog message from one human to another.
Chris Carosa joins Jim Blasingame to discuss whether we can discern any economic and investing conditions during a Biden administration based on the Obama era experience.