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Waterfront Asset Management (WAM)

Waterfront Asset Management (“WAM”) is a division of Waterfront Wealth Inc., an Investment Advisor registered with the Securities and Exchange Commission (SEC).  WAM manages four separately managed account strategies available to Waterfront clients as well as outside investors.  WAM is also responsible for the construction of several model portfolios that are available to Waterfront Advisors for their clients.  In addition, WAM performs security research and provides recommendations to Waterfront Advisors for client purchases of individual bonds and/or equities.
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Chris Harrington 
CFP®, CFA, CPA
CHIEF INVESTMENT
​OFFICER
Opportunistic Strategy (OS) & Opportunistic Equity (OE)
MORE ABOUT OE & OS
Education

Bachelor of Arts in Economics                                         Princeton University
​Masters of Science in Accounting           University of Missouri Kansas City
Masters of Business Administration        University of Missouri Kansas City

​Chartered Financial Analyst, CFA           - 2005
Certified Public Accountant, CPA           - 2008
Certified Financial Planner TM, CFP®   - 2011
Experience

Chris has 20 years of financial analysis experience and 16 years investing in the securities markets. From 2001 through 2005, he worked as a professional trader, investing firm capital in the equity markets. From 2006 through 2009, Chris worked as a financial analysis manager in a capital markets division. Although not investing client money, he performed various security analysis tasks while also performing due diligence on the company’s 3 billion in pension investments.

From 2010 through 2015, Chris worked as the senior portfolio manager for an RIA that invests almost exclusively in individual securities.  In 2016, Chris joined Waterfront Asset Management as its Chief Investment Officer. Chris manages two separately managed account strategies for Waterfront Asset Management.  He also is responsible for the construct of several model portfolios that are available for use by Waterfront Wealth investment advisors.  In addition, Chris researches individual bonds and stocks and assists Waterfront Wealth advisors with the purchase of those securities. 
Personal

​Chris and his wife reside in Overland Park, KS. They have 5 children. At Princeton, Chris won two national championships playing lacrosse and he is a volunteer lacrosse coach for various schools and programs in Kansas City.
OE 3rd Quarter Commentary
File Size: 332 kb
File Type: pdf
Download File

OS 3rd Quarter Commentary
File Size: 324 kb
File Type: pdf
Download File

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Matt Hekman
​
PORTFOLIO MANAGER
​

Waterfront Balanced (WB) & Waterfront Equity (WE)
MORE ABOUT WB & WE
Education

Bachelor of Arts in Business Administration                           Dordt College
Master of Business Administration                                 University of Kansas

Experience

​Matt joined Waterfront in 2021 as the portfolio manager of the Waterfront Balanced and Waterfront Equity funds.  Prior to Waterfront, Matt spent 18 years at Waddell & Reed / Ivy Investments.  He joined Waddell & Reed in 2003 as a performance analyst and in 2005 moved to the Investment Management Division as an equity investment analyst.  Matt was a member of the Large Cap Growth and Large Cap Value teams from 2009 to 2014, during which time he was named assistant portfolio manager and appointed assistant vice president.  In 2014, Matt was then named the vice president and portfolio manager of the Ivy Balanced and Ivy VIP Balanced, and in 2019 promoted to senior vice president and portfolio manager.  He graduated from Dordt College in 1998 with a BA in Business Administration, then continued on to earn his MBA with an emphasis in Finance from the University of Kansas in 2003. 
​Personal

​Matt enjoys serving on Advisory Boards at both Dordt University and the University of Kansas School of Business.  He is married to Emily and they have three active children.  As a family, they enjoy being on the water engaged in watersports of all kinds.
WB 3rd Quarter Commentary
File Size: 314 kb
File Type: pdf
Download File

WE 3rd Quarter Commentary
File Size: 293 kb
File Type: pdf
Download File

Separately Managed Accounts Booklet

Learn more about Waterfront Asset Management (WAM).

OPPORTUNISTIC MANAGED STRATEGIES
balanced / equity strategies
CUSTOM STRATEGIES
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Trent Grissom
Have any questions about Waterfront Asset Management Services?
Contact Trent Grissom, our Vice President & Director of Business Development, via phone by calling 913-951-5800 or via email by selecting the link below..
Email Trent
*The investment(s) discussed may not be suitable for all investors. Investors should make investment decisions based on their own specific investment objectives and financial circumstances.
**Additional information is available upon request.
***Any investment contains risk, including the risk of total loss, fluctuating prices and uncertain returns.

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6711 W 121st Street
​Overland Park, KS 66209
​​​
​​(913) 951-5800 
(855) 875-0100

*Waterfront Wealth Inc. is currently registered as an investment adviser with the Securities and Exchange Commission.  State securities laws require that the firm be registered, or qualify for an exemption from registration, in order to provide investment advisory services to residents of a particular state.   Should you choose to contact the firm, any substantive communication between you and the firm will be
conducted by a representative who is appropriately licensed, registered, or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 
**All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations
are made by our firm as to another party's informational accuracy or completeness.  
***Waterfront Wealth Inc. and its representatives do not provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney
​regarding your specific circumstances.
  • Home
  • About Us
    • Advisors & Associates
    • Our Process
    • Contact Us
  • Services
  • Asset Management
    • Opportunistic Managed Strategies
    • Balanced & Equity Strategies
    • Custom Strategies
  • News & Events
  • Access Online