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    MScF Christopher Cummock

    Specialized Investment and Wealth Management - Financial Consultant and Strategic Advisor to Start-Ups (tech, fintech, alternative investments/debt, and cannabis) - Certified Blockchain Expert - Commercial Real Estate

    Chris Cummock is a wealth advisor, investment portfolio manager, angel investor, and advisor based in the United States.3 He is currently the Vice President of Portfolio Management & Investment Advisor at O'Donnell Financial Services, LLC in San Rafael, CA, a position he has held since May 2024.1 Cummock is also a Registered Representative at Independent Financial Group, LLC since April 2024.1

    Previously, Cummock was a co-founder of Aureate Capital from March 2022 to March 2024 and a partner at MC Aureate from March 2021 to March 2024.14 He has also held positions at various other financial firms, including Finalis Securities LLC, Tri Coast Capital, and Stonehaven, LLC.1

    Cummock holds FINRA Series 7, 63, and 65 licenses and is proficient in both English and Spanish.3 He is a graduate of the University of Southern California.2 In addition to his primary roles, Cummock is involved with Band of Angels, a startup and early-stage company angel investing and consulting group, where he focuses on Fintech, Software/SaaS, AI, and ML companies.1

    Additional Information

    • Cummock is one of the founders of Tri Coast Capital, an investment bank focused on mergers and acquisitions and capital raising for lower middle market and early-stage companies.2
    • He provides startup consulting services through his personal entity, Waterfall Prospectus Investors L.L.C.1
    • Cummock has over a decade of experience in the financial industry, with roles ranging from investment adviser representative to chief compliance officer.1

    Related Questions

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    MScF Christopher Cummock
    MScF Christopher Cummock, photo 1
    MScF Christopher Cummock, photo 2
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    Location

    San Francisco, California, United States
    Location