Christopher Dalto JD

Christopher Dalto JD General Information

Biography

Mr. Christopher Dalto is a Co-Founder and serves as Executive Chair of the Board at Montis Financial. He served as Principal, President, chief investment officer and relationship manager at Montis Financial. His roles revolve around executing the firm's strategic vision, overseeing the investment committee and regularly interacting with clients to review and update their investment and financial plans. He received his bachelor's degree in environmental geography from Ohio University and continued his education at Suffolk Law School in Boston. There, he earned a Juris Doctorate degree and a master's in business administration. Having become a member of the Massachusetts Bar in 1999, Christopher worked as an estate planning paralegal at William D. Mahony and Co. in Sudbury, MA prior to his work with Montis Financial, LLC. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) he is a member of the Financial Planning Association and has served on the Board of Directors of the Financial Planning Association of Massachusetts.