Vice President - Chief Investment Officer
Shams Afzal brings extensive insight and knowledge to investing in global financial markets having served in various ascending capacities at a Fortune 500 company. His experience ranges from plant controllership of $100 million facility to financial consolidation of a $2 billion global division P&L. As a key member of the company’s Strategic Planning team, Shams helped craft the Management Discussion & Analysis (MD&A) section seen in 10-k filings of public companies.
Shams also brings a unique perspective on risk management and material deficiencies sometimes obscured in public financial statements. His exposure, as an Auditor, to Sarbanes Oxley law and U.S. GAAP application to operations in Russia, China, India and Western Europe gives him a strong foundation for global risk management for the modern portfolio. He is also trained in the Six Sigma discipline and is Green Belt certified, rounding off his skills in business process engineering, critical to internal PWC processes and optimal client service.
Shams Afzal is a graduate of The University of Toledo with a degree in Finance and minor in Business Law. He is married and lives in Perrysburg, Ohio.
Christopher A. Henry
Chief Equity Analyst
Christopher joined PWC in 2011 and has been an integral part of their investment department. His duties range from providing research on investments to executing and allocating trades. He is a graduate of The University of Toledo with a BBA focusing on finance with a minor in accounting. At the university he quickly learned how to manage money in a downturn as a member of the Student Managed Portfolio (SMP) class, which helped manage $1 million of the UT Foundation endowment from August 2008 to May 2009. In 2008 he also interned at Citi Smith Barney where he provided research and portfolio analysis for two financial advisors.
In 2004, Chris was admitted into the Order of the Arrow and awarded the rank of Eagle Scout in 2005. He has also been an active board member and is currently Vice President of the Wealth Management Society of NW Ohio (WMSNWO).