CHRISTOPHER M. LAZOS

Christopher Lazos has worked in the financial services industry since 2002, and joined Oppenheimer & Co. Inc. ("Oppenheimer") in 2008. In 2016, the firm awarded Chris the title of Managing Director – Investments. In the same year, and subsequently from 2017 through 2021, he was named as one of the Top 25 Regional Advisors Under 40 by OnWallStreet Magazine. Additionally, Chris has been recognized by Forbes as a Top Next Generation Wealth Advisor from 2017 to 2021, as well as one of the Best-In-State Wealth Advisors every year from 2018 through 2026*. In 2021, Chris spearheaded efforts to establish an Oppenheimer presence in Puerto Rico, catering to individuals and businesses who relocated to the island.

Lazos manages a concierge practice for a limited number of clients. Among Chris’s strongest client relationships are entrepreneurs, corporate executives, partners at legal firms and retirees who have accumulated significant wealth. His minimum for new business is $5 million, unless there are extenuating circumstances. By keeping his practice to a relatively small number of relationships, Chris offers an exceptional service model that focuses on in-depth financial planning, institutional level investment management, periodic scheduled contact, and rapid response to any questions or inquiries with a 24 hour resolution standard. 

Chris maintains a formal investment process, which enables him to determine each client’s risk tolerance, construct an appropriate asset allocation model, implement it, review it regularly, and as needed, rebalance it. He may recommend integrating alternative and non-correlated assets with traditional assets, where appropriate, for qualified investors. 

Another major strength of Chris’s practice is his ability to collaborate with his clients’ other professional advisors, such as tax and legal advisors as well as family and multi-family offices. In collaborating with these other professionals, Chris works to create a coordinated effort designed to help the client reach his or her financial goals.

Chris has three children with his wife Marissa, enjoys skiing, golfing, fishing, and spending time with his family. He has also been a long-time participant in philanthropic projects and is a passionate advocate for Shatterproof and a proud charter member of the National September 11^th Memorial and Museum.

*Awards are based on meeting certain criteria set by the issuing entity.