Career history of Lisa Snider
Former positions of Lisa Snider
Companies | Position | Start | End |
---|---|---|---|
Wagner Investment Management, Inc.
Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services. | Analyst-Equity | 2003-01-07 | 2005-04-03 |
Director of Research - Equity | 2003-01-07 | 2005-04-03 |
Statistics
International
United States | 2 |
Operational
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Sectoral
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Wagner Investment Management, Inc.
Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services. | Finance |
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