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Christopher Carosa, CTFA, is a seasoned investment professional, award-winning journalist and author, and fiduciary thought-leader with more than four decades of experience in the trust and investment industry. He is the President of Carosa Stanton Asset Management, LLC, a registered investment adviser, and serves as President and Chairman of the Board of Bullfinch Fund, a family of flexible no-load mutual funds. Prior to founding his firm, he was a Managing Director at a nationally recognized investment adviser and Executive Vice President and Senior Trust Officer of its affiliated trust company. Mr. Carosa’s areas of specialization include retirement plan fiduciary strategy, ERISA compliance, fiduciary best practices, and long-term conservative investment philosophy. He has been a pioneer in dedicated fiduciary services for 401(k) plan sponsors and has authored industry-leading books including “401(k) Fiduciary Solutions” and “Hey! What’s My Number? — How to Increase the Odds You Will Retire in Comfort.” His book “From Cradle to Retirement: The Child IRA” has generated much interest in the press. His work thoughtfully bridges practical investment counsel with actionable insights for both plan sponsors and individual investors. Christopher holds a B.S. in Physics and Astronomy from Yale University and an M.B.A. in Finance and Marketing from the Simon School of Business at the University of Rochester. He is a Certified Trust and Financial Advisor (CTFA) and has taught finance, economics, and astronomy courses as an adjunct faculty member at multiple colleges. In addition to his investment credentials, Mr. Carosa is a prolific author and commentator. He is Chief Contributing Editor of FiduciaryNews.com, his work as enior contributor to Forbes.com has attracted nearly 4 million page views, and was a long-time columnist for BenefitsPRO. His writing appears has appeared in other industry outlets. His insights on retirement, fiduciary risk, and investment decision-making are widely quoted in major media including The Wall Street Journal, Barron’s, USA Today, CNBC, Fox Business News, and The New York Times. Carosa writes for Seeking Alpha to help investors, plan sponsors, and fiduciaries better understand the complex intersection of the broader economy with investment strategy, fiduciary responsibility, and long-term financial planning. His investing approach emphasizes disciplined evaluation, risk awareness, and the practical realities of retirement savings — recognizing that successful outcomes depend as much on prudent process as on market performance.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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