Chris Felchlin, Cfa
About Chris Felchlin, Cfa
Chris Felchlin, CFA, is a Senior National Accounts Manager at Victory Capital, specializing in managing relationships and increasing assets in the variable annuity and wealth management sectors. He has extensive experience at Franklin Templeton Investments, where he held various leadership roles focused on asset management and sales.
Work at Victory Capital
Chris Felchlin currently serves as the Senior National Accounts Manager at Victory Capital. He has held this position since 2021, working from San Francisco, California. In this role, he focuses on managing relationships and driving business growth within the variable annuity and wealth management channels.
Experience at Franklin Templeton Investments
Chris Felchlin has extensive experience at Franklin Templeton Investments, where he held multiple roles over several years. He worked as a Relationship Manager in the Retirement Division from 2000 to 2002, and later as Senior Vice President, Relationship Manager in the Investment Platform Division from 2004 to 2013. He also served as Head of the Investment Platform Division from 2013 to 2015, and as Director for the Independent B/D & TAMP Channel from 2018 to 2020. His roles involved managing relationships and increasing assets under management.
Education and Expertise
Chris Felchlin studied at the University of California, Davis, where he earned a Bachelor of Science degree in Managerial Economics. He later obtained a Master of Business Administration (M.B.A.) from Santa Clara University, focusing on Finance. His expertise lies in managing relationships and leading businesses aimed at increasing assets in the variable annuity and wealth management channels.
Achievements in Asset Management
Chris Felchlin has a proven track record of winning placements and increasing assets under management for asset management boutiques within the Franklin Templeton organization. He specializes in asset raising through broker dealer research and model teams, demonstrating strong interpersonal and consensus-building skills developed during his tenure in a large asset management organization.