Frank Lugo
Senior Investment Officer
Registered Representative for CU Investment Solutions LLC
Frank is responsible for providing member credit unions with investment portfolio strategies and investment products that best suit their portfolios.
Frank's career in the investment field has spanned more than 30 years, with more than a decade in the credit union industry. Areas of specialization include real estate, mortgage/trust deed financing, financial planning, equity markets, capital markets and fixed income markets.
Most recently, Frank served as a liaison between Western Corporate Federal Credit Union (WesCorp) and its member credit unions, providing education and assistance with liquidity, with ALM services and portfolio investment opportunities. In addition to his tenure at WesCorp, Frank has 20 years’ experience working at several Wall Street firms and large money center banks.
Frank graduated from Mt. San Antonio College and holds FINRA Series 7, 53, 63 and 66 securities licenses.