Chris Frey, CFP®
Financial Advisor
Vice President
Denver, CO
About Chris Frey, CFP®
Chris Frey joined Private Capital Management (PCM) in 2025 as a Financial Advisor, bringing over ten years of experience in the financial services industry. Before PCM, he served as a Wealth Management Advisor at Wambolt & Associates and spent six years as a Financial Consultant with TIAA in Denver.
With a holistic, client-first approach, Chris helps clients plan, grow, and protect their financial futures with confidence.
Chris is a graduate of the University of Nebraska-Lincoln and is a Certified Financial Planner® professional. Outside of work, Chris enjoys spending time in the mountains, cheering on his favorite sports teams, and visiting his family's cabin near Allenspark, Colorado.
With a holistic, client-first approach, Chris helps clients plan, grow, and protect their financial futures with confidence.
Chris is a graduate of the University of Nebraska-Lincoln and is a Certified Financial Planner® professional. Outside of work, Chris enjoys spending time in the mountains, cheering on his favorite sports teams, and visiting his family's cabin near Allenspark, Colorado.
Private Capital Management (PCM) is a trade name (doing business as) of SouthState Private Capital Management LLC (SSPCM). SSPCM is a wholly owned subsidiary of SouthState Bank, N.A., doing business as SouthState. SSPCM's current written disclosure Form ADV Brochure and Form CRS containing important information about SSPCM's business operations, services, and fees is available upon request. Form ADV Part 1A and 2A are publicly available and may be viewed at https://www.adviserinfo.sec.gov/. Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if PCM is engaged, or continues to be engaged, to provide investment advisory services. Products and services offered by SSPCM are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
Certifications
- Certified Financial Planner® (CFP)
Education
- University of Nebraska-Lincoln
