Meagan D’Angelo
Analyst-Equity at Colorado Financial Management LLC
Profile
Ms. Meagan D’Angelo is a Principal & Senior Financial Advisor at Colorado Financial Management LLC.
She joined Colorado Financial Management in 2003.
With over 15 years of financial industry experience, she serves as an active member of the Investment Committee, is involved in research, and provides financial counsel to individuals and families.
She received her BS in Business Administration and went on to complete a Master of Science in Personal Financial Planning from The University of Colorado.
Meagan D’Angelo active positions
Companies | Position | Start |
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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. | Analyst-Equity | 2002-12-31 |
Training of Meagan D’Angelo
The University of Colorado | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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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