Chris Wilkos is executive vice president and chief investment officer of The Phoenix Companies, Inc.
As chief investment officer, Mr. Wilkos sets investment strategy to ensure that Phoenix fulfills its obligations to customers. He oversees the life insurance company’s general account and affiliated investment portfolios totaling $15 billion.
Mr. Wilkos joined Phoenix in 1997 as director of Corporate Portfolio Management and was named vice president in 1998, and senior vice president in 2001. He was promoted to his current position in 2009.
Prior to joining Phoenix, he served as an investment officer, portfolio manager, and vice president of Portfolio Strategy for Connecticut Mutual Life Insurance Company.
Mr. Wilkos has significant experience in public bond analysis and trading, derivatives analysis and trading and portfolio management. In his career, he has managed or overseen investments in public and private debt, real estate, commercial mortgages, alternative assets and derivatives. He has also proficient in asset-liability management for insurance companies and pension funds.
He holds the chartered financial analyst (CFA) designation and is a member of the CFA Institute and the Hartford CFA Society. He was a longtime instructor for the Hartford CFA review program. Active in the community, Mr. Wilkos is a member of the Connecticut Rivers Boy Scout Endowment Investment Committee, is chairman of the investment committee for the United Way of Central and Northeastern Connecticut, and is also a member of the UConn Student Managed Fund Investment Advisory Board.
He is regularly asked to speak to graduate students at the University of Connecticut about bond markets and fixed income management.
Mr. Wilkos has a bachelor’s degree in economics from the College of the Holy Cross, cum laude, and a master’s in business administration in finance from the University of Connecticut.
Fall 2015: FNCE 4301 Syllabus
Spring 2016: FNCE 4303 Syllabus
|Phone||+1 (860) 403-6364|
|Office Hours||Tuesday 4pm-5pm|
|Courses||FNCE 4301, FNCE 4303|