Chris Lagudis
Analyst-Equity bei 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.
Aktive Positionen von Chris Lagudis
Unternehmen | Position | Beginn |
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Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | Analyst-Equity | 01.01.1998 |
Ausbildung von Chris Lagudis
University of California | Undergraduate Degree |
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Börsennotierte Unternehmen
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Unternehmensverbindungen
Private Unternehmen | 1 |
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Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | Finance |