Chris Roering is a managing partner and senior PIM portfolio manager at Ikon Private Wealth, where he specializes in investment portfolio management. A graduate of Purdue University with a Bachelor of Science degree in business and industrial engineering, he holds the Series 7, Series 63 securities registrations and Accredited Asset Management Specialist (AAMS) certifications. With nearly 35 years of experience in financial services, Chris has dedicated his entire career to helping clients manage and grow their wealth. He is also one of the founding members and owners of Ikon Private Wealth, a professional milestone he considers among his proudest achievements.

For Chris, Ikon Private Wealth represents the opportunity to build something lasting for clients, for himself and for his family. His daughter, Abigail, recently joined the practice, and he values the chance to work alongside the next generation while continuing to grow the business he and his business partner established. He believes the true measure of success is found in a team fully engaged in serving clients, and he considers himself fortunate that this happens every day.

Outside of work, Chris lives by a piece of advice passed down from his father: “Know thyself.” It is a principle he has shared with his children and one that guides him to live with self-awareness, conviction and purpose. He finds balance in family time, especially summers at Lake Winnipesaukee in New Hampshire with his wife, Angie, their four children and the family’s dogs.

Abigail Roering is a portfolio administrator at Ikon Private Wealth. She earned a Bachelor of Science degree from Belmont University in Nashville, Tennessee, and is currently pursuing her SIE and Series 7 securities registrations. Her professional background includes experience in public relations, health care, finance and tourism, but her true expertise lies in client service.

Joining Ikon Private Wealth was as much a personal decision as it was a professional one. Abigail works alongside her father, Christopher Roering, one of the practices managing partners. She grew up admiring his dedication to helping people reach their financial goals and was inspired to be part of the business he and Rob Cotter, principal and managing partner,  have built. She is proud to be among the inaugural team members at Ikon and is focused on delivering the kind of service that clients have come to trust from the practice.

Creativity and community also play a big role in Abigail’s life. She is passionate about pottery and enjoys creating pieces that are both practical and meaningful. She also has a passion for travel and says London has been one of her favorite experiences. In New England, Abigail is involved with the Salisbury Giving Society at the Worcester Art Museum and is a Young Patron of the Newport Preservation Society. For her, supporting art and history organizations is a way to help preserve experiences and stories that will inspire generations to come.