Chris Lagudis

Analyst-Equity chez Colorado Financial Management LLC

Profil

Mr. Christopher M.
Lagudis is a Principal & Senior Financial Advisor at Colorado Financial Management LLC.
He joined Colorado Financial Management in 1998, following 19 years of investment experience in Southern California.
He is responsible for managing portfolios and overseeing investment research and selection.
Mr. Lagudis provides guidance and assistance in the determination of appropriate investment strategies.
He serves on the Investment Committee and manages all aspects of client relationships including development of client risk profiles and portfolio objectives, asset allocation, selection of securities and ongoing review.
Mr. Lagudis was Vice President and Director of Investment Services and Registered Securities Principal for California State Bank, where he held numerous securities and insurance licenses.
Prior to that, he was an investment executive with Rauscher Pierce Refsnes and Sutro & Co. He earned a BA in economics from the University of California.

Postes actifs de Chris Lagudis

Sociétés	Poste	Début
Colorado Financial Management LLC	Analyst-Equity	01/01/1998

Formation de Chris Lagudis

University of California

Undergraduate Degree