Kris Sumner
Chief Compliance Officer
Kris is responsible for establishing an effective culture of compliance and risk management at Evermay. Drawing on over 20 years of regulatory compliance experience, he maintains the firm’s policies and procedures while also administering the day-to-day compliance program.
My Professional Background
Prior to Evermay, I served as a vice president at Morgan Stanley, where I was the Chief Compliance Officer for the registered investment adviser, E*TRADE Capital Management, LLC.
I received my B.A. in Management with a minor in Economics from James Madison University and a Certificate of Financial Planning from Georgetown University’s Center for Professional Development.
My Personal Life
My wife, Stephanie, and I currently reside in Brambleton, Virginia. I am a proud father of two daughters. My youngest is studying elementary education at James Madison University, while my oldest graduated from James Madison with a degree in accounting and is currently working for a consulting and tax firm in Tysons Corner, Virginia.
In my spare time, I enjoy traveling and hiking in the mountains with my two Labrador Retrievers
Back to Team
Email