Christopher W. Lakatosh

CFP®, AIF®

Principal & Senior Consultant

EXPERIENCE

Chris has been with 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.