Chris Carlesi

Direct Office: (203) 894-2167 ext. 1008


Binghamton University
Bachelor of Science in Biology

Vice President

Chris Carlesi

With a Bachelor’s degree in Biology from Binghamton University, Chris initially set his sights on a career in medicine. However, his aspirations took a different turn, leading him to venture into the realm of finance and investment banking.

In 2016, Chris embarked on his professional journey at Merritt Healthcare Advisors, where he joined as an analyst and would eventually earn the title of Vice President in 2020. In 2022, he became a registered investment banking agent, acquiring his Series 79 and 63 licenses and is currently pursuing his CFA Charter.

Beyond his professional career, he has dedicated himself to the training and competition of mixed martial arts and Brazilian jiu-jitsu since 2009.

Merritt Healthcare Advisors

Top 10 Investment Bank | Axial Q2 2023

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Merritt principals are licensed investment banking agents of Burch & Company, Inc. (“BCI”), 4151 N. Mulberry Dr., Ste. 235, Kansas City, MO 64116 member FINRA/SIPC. All services requiring a securities license are performed through BCI. BCI and Merritt are unaffiliated entities. Testimonials presented may not be representative of the experience of other clients and are not indicative of future performance or success.