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Smiling Man

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Chris Duerr, CFA, CFP®

Managing Director

Chris is the Managing Director of Investment Management for Interchange Capital Partners. He guides the firm’s investment strategy, oversees economic analysis, and leads decisions on asset allocation, security selection, and risk management. As chair of the investment committee, he shapes the firm’s capital markets views, overall investment philosophy, and processes—drawing on over 15 years of experience managing portfolios for business owners and high-net-worth individuals.


Chris manages a dedicated team providing in-depth analysis and innovative investment ideas across diverse asset classes and strategies. His expertise includes complex investment structures, tax optimization, and wealth strategies for family-owned businesses—helping clients navigate market volatility and preserve legacies through Interchange’s Spend, Live, Give™ approach. A graduate of the University of Pittsburgh with degrees in business and economics, Chris also holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.


He resides in the Fox Chapel area of Pittsburgh with his wife and two daughters. Outside of work, he enjoys golfing and cherishing family time.


Chris lives in Pittsburgh, Pennsylvania, where he enjoys spending quality time with his wife and two daughters. He is an avid golfer and basketball player.   

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