Christopher "Chris" Cudeyro
Christopher "Chris" Cudeyro
Christopher "Chris" Cudeyro
Christopher "Chris" Cudeyro
Biography
Chris Cudeyro joined Strategic Financial in the spring of2025 after 3 1/2 years on the Investment Desk with JP Morgan Private Bank, following earlier experience at Merrill Lynch and Allstate Insurance. He brings deep expertise in the financial markets, risk management, and navigating market volatility, along with a strong background in building, monitoring, and trading investment portfolios.
He has managed a wide range of investment strategies and asset classes, including equities, bonds, fixed income, cash management, foreign exchange, structured notes, restricted stock, private equity, credit, alternative investments, and hedge fund opportunities.
Chris has worked with a diverse client base, including high-net-worth individuals, $1B+ institutions, and corporations. He has advised C-suite executives and board members, and works closely with estate planning attorneys, tax advisors, and trust officers to facilitate complex wealth transfers and structure plans that preserve and transfer wealth across generations.
He is skilled in analyzing and implementing updates to client financial plans and strategies. Working on behalf of Andrew, Chris develops client financial plans and leads much of the follow up and communication with clients following our Portfolio Reviews. His experience in designing tailored financial strategies and conducting thorough market research, strategy evaluations, and client analysis ensures personalized solutions aligned with each client’s unique financial goals.
Outside of work, Chris enjoys traveling, golfing, cheering on Philly sports teams, and competing in bass fishing tournaments.
Chris earned his Bachelor of Arts degree in Finance from Rowan University and is currently pursuing his CFP® designation. He is a Registered Assistant and holds his Series 7, 66, and life & health insurance licenses.
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