Chris M. Lagudis

Principal | Sr. Financial Advisor

Chris Lagudis joined Colorado Financial Management in 1998, following 19 years of investment experience in Southern California.

He 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, Chris was an investment executive with Rauscher Pierce Refsnes and Sutro & Co.

He is responsible for managing portfolios and overseeing investment research and selection. He provides guidance and assistance in the determination of appropriate investment strategies. Chris 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.

Chris earned a BA in economics from UCLA.  He lives in Denver with his wife and three children and enjoys skiing, fly fishing, and golf.

EDUCATION

BA Economics
UCLA

PAST LEADERSHIP

Front Range Center for Assault Prevention
Board Member