Christopher DeFelice
- AIF
- Managing Director - Investments
- Private Wealth Financial Advisor
Christopher works with high-net-worth and ultra-high-net-worth individuals and families focused on building, managing, protecting, and transferring their wealth. His clients include all ages and stages, with a concentration on multi-generational families and retirees interested in income and principal preservation. His client-centered approach considers each client’s unique circumstances to provide them with information, answers, and strategies they need through every phase of their lives. His goal is to help empower clients to confidently navigate opportunities, changes and challenges in the markets and their lives through holistic wealth management solutions that prioritize consistency, growth, and income from their assets.
As Managing Director and Partner of Coastal Capital Private Wealth Group, Christopher has worked for some of the industry’s most prestigious firms, including Morgan Stanley and JP Morgan, and has been with Wells Fargo Advisors since 2022. He holds the Private Wealth Financial Advisor title, which is held by a select group of advisors within the firm, working with ultra-high-net-worth clients to help bring the full value of the firm to meet their clients' needs. Throughout his nearly 20-year career, Christopher has gained deep experience in several critical areas of total wealth management, including retirement planning, trust administration, complex fixed income, and capital markets. His Accredited Investment Fiduciary® designation communicates added assurance that he is steadfast in ensuring the highest ethical standards for his clients. In addition to his diverse background and AIF® designation, Christopher has been recognized by Forbes as a Top Next-Gen Wealth Advisor1 in 2021 and 2022, further underscoring his status as a skilled and accomplished professional.
Christopher is skilled at simplifying the complexities of clients’ finances, and strives for his clients to understand their plans, and opportunities. He is passionate about learning his clients’ goals and aspirations to create a unique portfolio, relative to their goals and investing personality. Christopher can access the full breadth of exclusive resources available through Wells Fargo Advisors and affiliates, which is a distinct advantage to clients. And he does it all while deliberately delivering the exceptional service standard clients need, want, and deserve — and for which Coastal Capital Private Wealth Group has long been known.
Christopher builds lasting relationships with his clients based on his personal values to lead with intention, do the right things for the right reasons, and always strive to be the best he can be. At the center of Christopher’ actions is his unwavering commitment to trust, which he clearly demonstrates as a highly engaged hands-on advisor who takes genuine interest in nurturing long-term relationships with clients. Being part of his clients’ growth and helping them achieve milestone goals is what he finds most rewarding. He considers it a privilege to have the opportunity to serve clients, sharing his knowledge and insights to help them preserve and protect the wealth they’ve worked so hard to achieve.
Christopher attended Loyola University and obtained a B.B.A. in Finance from the Sellinger School of Business and Management.
A Long Island native, Christopher currently splits his time between two homes, one on New York City’s Upper East Side and one in Long Beach. Passionate about motorsports from a young age, Christopher is a licensed race car driver and member of several car clubs who frequently travels to motorsports events throughout the East Coast. He is also a high-performance driving instructor, working with students on the track and in the classroom. When he’s not in the office or behind the wheel, you can find Christopher outdoors where he enjoys a wide range of activities including boating, fishing, and snowboarding.
1 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Selfcompleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
As Managing Director and Partner of Coastal Capital Private Wealth Group, Christopher has worked for some of the industry’s most prestigious firms, including Morgan Stanley and JP Morgan, and has been with Wells Fargo Advisors since 2022. He holds the Private Wealth Financial Advisor title, which is held by a select group of advisors within the firm, working with ultra-high-net-worth clients to help bring the full value of the firm to meet their clients' needs. Throughout his nearly 20-year career, Christopher has gained deep experience in several critical areas of total wealth management, including retirement planning, trust administration, complex fixed income, and capital markets. His Accredited Investment Fiduciary® designation communicates added assurance that he is steadfast in ensuring the highest ethical standards for his clients. In addition to his diverse background and AIF® designation, Christopher has been recognized by Forbes as a Top Next-Gen Wealth Advisor1 in 2021 and 2022, further underscoring his status as a skilled and accomplished professional.
Christopher is skilled at simplifying the complexities of clients’ finances, and strives for his clients to understand their plans, and opportunities. He is passionate about learning his clients’ goals and aspirations to create a unique portfolio, relative to their goals and investing personality. Christopher can access the full breadth of exclusive resources available through Wells Fargo Advisors and affiliates, which is a distinct advantage to clients. And he does it all while deliberately delivering the exceptional service standard clients need, want, and deserve — and for which Coastal Capital Private Wealth Group has long been known.
Christopher builds lasting relationships with his clients based on his personal values to lead with intention, do the right things for the right reasons, and always strive to be the best he can be. At the center of Christopher’ actions is his unwavering commitment to trust, which he clearly demonstrates as a highly engaged hands-on advisor who takes genuine interest in nurturing long-term relationships with clients. Being part of his clients’ growth and helping them achieve milestone goals is what he finds most rewarding. He considers it a privilege to have the opportunity to serve clients, sharing his knowledge and insights to help them preserve and protect the wealth they’ve worked so hard to achieve.
Christopher attended Loyola University and obtained a B.B.A. in Finance from the Sellinger School of Business and Management.
A Long Island native, Christopher currently splits his time between two homes, one on New York City’s Upper East Side and one in Long Beach. Passionate about motorsports from a young age, Christopher is a licensed race car driver and member of several car clubs who frequently travels to motorsports events throughout the East Coast. He is also a high-performance driving instructor, working with students on the track and in the classroom. When he’s not in the office or behind the wheel, you can find Christopher outdoors where he enjoys a wide range of activities including boating, fishing, and snowboarding.
1 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Selfcompleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.