Luke Daniel
Analyst-Equity bei Colorado Financial Management LLC
Profil
Mr. Luke R.
Daniel is a Principal & Senior Financial Advisor at Colorado Financial Management LLC.
He has over 20 years of industry experience, he helps individuals and families achieve their financial planning dreams in an environment that is free from conflicts of interest.
He builds close relationships with clients to design, implement, and monitor their financial plan and works with clients to customize their investment portfolio to achieve their financial planning goals.
In addition to his duties as a Partner, his responsibilities include client relationship management, financial planning, portfolio design and management, and investment analysis.
He is a member of the Investment Committee and he works out of both of our Cherry Creek and Boulder offices.
Prior to joining CFM in 2007, he was a Portfolio Consultant for Charles Schwab & Co. Inc. where he managed more than $480 million in client assets and worked with more than 380 clients.
He received his BS in Business Administration with a concentration in Finance and Real Estate from Colorado State University.
Aktive Positionen von Luke Daniel
Unternehmen | Position | Beginn |
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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 | 01.01.2007 |
Ausbildung von Luke Daniel
Colorado State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
Private Unternehmen | 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 |