Chris Wilkos '88 MBA
Chief Investment Officer (Retired)
Chris Wilkos ’88 MBA is the retired executive vice president and chief investment officer of NSRE (The Phoenix Companies, Inc.). As chief investment officer, Mr. Wilkos set investment strategy to ensure that NSRE fulfilled its obligations to policyholders and shareholders. He oversaw the life insurance company’s general account and affiliated investment portfolios totaling $18 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 final position in 2009.
Prior to joining Phoenix, he was a fixed income trader, analyst, portfolio manager, and vice president of Portfolio Strategy for Connecticut Mutual Life Insurance Company. Mr. Wilkos has significant expertise in fixed income 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, private equity and derivatives. He is 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 served from 2015-2018 as an adjunct professor at the University of Connecticut, and the undergraduate advisor for the Student Managed Fund program. He was also the faculty advisor for three consecutive UConn undergraduate teams that won the Hartford CFA Challenge. He has been a regular speaker to graduate students at the University of Connecticut on the topics of bond markets and fixed income management.
He holds a bachelor’s degree in economics from the College of the Holy Cross, cum laude, and an MBA in finance from the University of Connecticut.