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Luke Daniel
Analyst-Equity at Colorado Financial Management LLC
Luke Daniel active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 2006-12-31 | - |
Investment Committee Member | 2006-12-31 | - |
Career history of Luke Daniel
Training of Luke Daniel
Colorado State University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Undergraduate Degree | 1 |
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Sectoral
Consumer Services | 2 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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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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