Christopher Jud

Chris Jud is a Senior Director in the Private Client Group at Marcum Financial Services’ Philadelphia office. He provides strategic financial planning services and investment portfolio strategy for individuals, families, and their businesses. Mr. Jud’s focus is on integrated wealth and tax planning, compliance, and consulting services. He is experienced in Federal and Pennsylvania estate, gift, and inheritance matters.

Mr. Jud brings an array of experience to the financial services practice. He has been involved in the financial services industry for over a decade. He started his career in the Audit department of a Big Four accounting firm before joining a Regional accounting firm to expand his experience in Tax and Wealth Management. He then worked at a boutique Multi-Family Office, where he worked directly with the Wealth Management and Trust Departments to provide tax support for wealth transfer planning strategies. He is involved in client’s income and gift tax returns, private foundations, corporate and partnership tax returns, and other filings.

Mr. Jud serves as Co-Chair of the PICPA’s Careers & Lifestyles Committee. He is the Greater Philadelphia PICPA Treasurer and was previously selected to the 40 Under 40: PICPA Members to Watch. He was a dual major in Accounting and Finance at La Salle University and earned a Masters in Taxation from Villanova University Charles Widger School of Law with a Concentration in Estate Planning. He was previously recognized as a Jack Reardon Young Alumni award recipient by La Salle University. He is a member of the American Institute of Public Accounting, Pennsylvania Institute of Public Accounting, and the Philadelphia Estate Planning Council.

Mr. Jud is a registered representative with Raymond James Financial Services. He is also an investment advisor representative.