Chris Lakatosh

About Chris Lakatosh

Securities offered through M Holdings Securities, Inc, a Registered Broker/Dealer…

Experience

1. Principal & Senior Consultant

   Cornerstone Advisors Asset Management, Llc

   Mar 2004 — Present · Bethlehem, PA

   Committed to Cornerstone since 2004 and is a Principal of the Firm.As a Principal & Senior Consultant, Chris is a key leader of the organization. He a member of the company Lead Team, is the director of the Retirement Plan division, a voting member of the Investment Policy Committee, is on the marketing team and plays a primary role in business development. Throughout his career, Chris has been successful in strategic planning and creating best-fit solutions for private wealth and institutional clients. He has developed deep relationships focusing his expertise in managing personal and institutional wealth, institutional retirement planning, executive benefits and insurance planning. He effectively works through a prudent investment process to ensure that the highest level of fiduciary standards and insulation are met, with the focus of achieving successful outcomes for his clients.With more than 15 years of industry experience, he has worked with hundreds of clients in delivering high quality consulting capabilities in private wealth, institutional assets, retirement plans and insurance portfolios. He has engaged these clients at every stage of the investment & fiduciary process and has guided them through every level of fiduciary best practices.Expertise• Private Wealth• Endowments & Foundations • Defined Benefit Planso Traditionalo Cash Balance• Defined Contribution Plans 401(k) Plans 403(b) Plans 457(b) Plans• Executive Benefit Planning • Insurance & Estate Planning Strategies

Skills

• Strategic Planning
• Asset Management
• Management
• Financial Advisory
• Investments
• Securities
• 401k
• Financial Services
• Mutual Funds
• Retirement
• Financial Risk
• Strategic Financial Planning
• Series 7
• Retirement Planning
• Asset Allocation
• Wealth Management
• Insurance