Chris Shuba brings more than a decade of deep quantitative and financial expertise to his role as Consultant - WealthTech at Experion. He holds a BS in Business Finance and Law from the Opus School of Business at the University of St. Thomas, a FINRA Series 7 license, and has completed Level I of the CFA program.

Chris began his career at Ameriprise Financial before advancing to Senior Quant Analyst at Columbia Threadneedle, where he developed sophisticated mathematical models to help financial advisors navigate market volatility. His experience designing and applying these models in real advisory environments has shaped his reputation as a trusted, data-driven strategist.

He has also founded and led Helios Quantitative, a fintech where his quantitative frameworks were adopted by advisors across the country. His industry insights have earned him recognition,  including being named Sacramento’s “Face of Investing”, and he is a regular speaker at events hosted by State Street, JP Morgan, and S&P Global Indices.

At Experion, Chris leverages his extensive background in quantitative finance and advisory enablement to guide WealthTech initiatives and support clients with expert, insight-driven consulting.