Jordan Kunz
Portfolio Manager-Equities at Colorado Financial Management LLC
Profile
Mr. Jordan T.
Kunz, CFA, is a Financial Advisor at Colorado Financial Management LLC.
His strategic and analytical bent is put to good use when advising families and nonprofit clients, as well as in portfolio management, manager selection, financial planning, and the occasional IT project.
Mr. Kunz joined Colorado Financial Management in 2012 after five years with Harbor Wealth Management.
He received his BA Economics, Mathematics Minor from Pomona College.
He is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a Chartered SRI Counselor (CSRIC).
Jordan Kunz active positions
| Companies | Position | Start |
|---|---|---|
Colorado Financial Management LLC
 Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | Portfolio Manager-Equities | 2011-12-31 |
Training of Jordan Kunz
| Pomona College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Colorado Financial Management LLC
Colorado Financial Management LLC Investment ManagersFinance Colorado Financial Management LLC (CFM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded in 1988 and formerly known as Sargent Bickham Lagudis LLC. CFM offers customized investment management strategies and financial planning for individuals, families, and institutions. | Finance |
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