Christopher M. Passarelli is the visionary founder and driving force behind Bull Run Investment Management, where he serves as Chief Executive Officer and Chief Investment Officer. With over a decade of experience in the financial industry and an unrelenting passion for delivering exceptional results, Chris has redefined wealth management for high-net-worth individuals and business owners. His journey into finance began early, making his first stock purchase at the age of 10 and honing his skills as a trader and analyst long before most even consider investing. This lifelong commitment to the markets forms the foundation of Bull Run's unparalleled investment strategies.
Under Chris's leadership, Bull Run Investment Management stands apart by focusing on high-growth, future-defining sectors, including Artificial Intelligence, Cybersecurity, SaaS, E-commerce, and Fin-Tech. The firm's Equity Innovation Strategy, its flagship portfolio, delivered an extraordinary 98.4% return last year, net of fees, demonstrating the kind of results that leave competitors in the dust. With a proprietary blend of research-driven insights and disciplined execution, Chris ensures every client portfolio is positioned to outperform benchmarks and achieve superior risk-adjusted returns.
Chris's expertise goes far beyond portfolio management. He specializes in designing bespoke investment strategies that are uniquely tailored to his clients financial goals, risk tolerance, and long-term vision. His ability to simplify complex financial concepts and translate them into actionable opportunities sets him apart as a trusted advisor and a partner in wealth creation. With a relentless commitment to excellence, transparency, and client success, Chris ensures every decision is made with the utmost integrity and focus on delivering unparalleled value.
A fiduciary, like Bull Run Investment Management, has a legal and ethical duty to put their clients' interests first, ensuring that the wealth management services they provide are tailored to meet each client's unique financial goals and needs. We take it seriously when our clients entrust us with their assets and financial goals. As part of our fiduciary duty, we must act in your best interest, which requires us to act with the highest level of integrity. This principle forms the foundation of all our decisions and strategies.
Leveraging our profound insights into market dynamics and economic fluctuations, we strategically position our clients' portfolios to optimize growth potential. Our commitment to integrity and accountability ensures that every investment decision is made with our clients' best interests at the forefront, thereby cementing the foundation of a fiduciary relationship.
General Information |
| Firm Start Year: | 2020 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | VA |
| Number of Years with Current Firm: | 4 |
| Work Experience: |
Bull Run Investment Management, LLC
Founder, CEO, and Chief Investment Officer
January 2020 - Present (4 years, 11 months)
McLean, Virginia Founded and currently lead a wealth management firm specializing in high-growth sectors such as Artificial Intelligence, SaaS, Fin-Tech, and Cybersecurity. Developed and manage proprietary Equity SMA portfolios tailored for high-net-worth individuals and business owners. Oversee $34.66 million in AUM, ensuring personalized client strategies align with specific financial goals and risk profiles. Expanded firm operations and introduced innovative investment approaches, resulting in consistent client growth and portfolio outperformance. Spectrum Financial, Inc. Senior Research Associate August 2018 - January 2020 (1 year, 6 months) Norfolk, Virginia Managed $400 million in assets, refining and developing advanced technical indicators for leading Equity and Bond Mutual Funds. Conducted comprehensive statistical analyses, using market breadth and other data to forecast market trends and develop actionable insights. Created an Excel-based trading model comparing leveraged strategies against S&P 500 performance, improving decision-making processes. Morgan Stanley Listed Commodity Derivatives Analyst March 2018 - June 2018 (4 months) Baltimore, Maryland Central liaison for the New York-based commodity derivatives trading team, ensuring accuracy in trade lifecycle management. Designed and implemented system enhancements to improve efficiency, collaborating with global technology teams. Provided critical market data insights to traders, facilitating accurate and timely decision-making. TD Ameritrade Institutional Wealth Management Analyst (Intern) June 2017 - August 2017 (3 months) Jersey City, New Jersey Developed strategies to grow the RIA industry, presenting solutions to senior leadership, including the President of TD Ameritrade Institutional. Assisted with UMA and SMA portfolio strategies, reconciling accounts and supporting managed account operations. Led a team in a competitive stock trading simulation, placed 1st. IPS Strategic Capital Equity Derivatives Trading Analyst (Intern) June 2016 - August 2016 (3 months) Denver, Colorado Analyzed and optimized SPX options-based absolute return strategies, generating significant alpha with reduced risk exposure. Automated data processing tasks, saving time and enhancing trading desk efficiency. Participated in advanced trading drills, gaining expertise in option greeks, put-call parity, and risk management. CME Group University Trading Challenge Student Team Leader February 2016 - March 2016 (2 months) Denver, Colorado Represented CU-Boulder in a global trading challenge, placing 4th out of 468 teams (top 1%). Delivered exceptional portfolio returns in competitive trading simulations using futures and options across multiple asset classes. |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses |
Services |
| Investment Types: | Options & Futures, Mutual Funds, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Email, Our Offices, Video Conference |
Firm Information |
| Firm's Number of Clients: | 125 |
| Firm's Number of Planning Clients: | 125 |
| Firm's Number of Managed Clients: | 125 |
| Assets Managed by Firm: | 34,000,000 |
| Advisor's Number of Clients: | 120 |
| Advisor's Number of Managed Clients: | 120 |
| Advisor's Number of Planning Clients: | 120 |
| Assets Managed by Advisor: | $34,660,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250K+ |
| Compensation Methods: | Flat Fee |
Education |
| Bachelor of Science (BS) - Finance, Investment Management | University of Colorado Boulder - Boulder, CO 8/15/14-5/15/17 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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| Tue. | 9:00 AM - 7:00 PM |
| Wed. | 9:00 AM - 7:00 PM |
| Thu. | 9:00 AM - 7:00 PM |
| Fri. | 9:00 AM - 7:00 PM |
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