Zach Cole
Analyst-Equity bei Colorado Financial Management LLC
Profil
Mr. Zach Cole, CFA, is a Portfolio Manager at Colorado Financial Management LLC.
He enjoys the investment process and is passionate about adding value to each client portfolio through trading, investment analysis, and portfolio rebalancing.
He received his BS Business Finance and BS Economics from The University of Colorado.
Aktive Positionen von Zach Cole
| Unternehmen | Position | Beginn |
|---|---|---|
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 | 01.01.2014 |
Ausbildung von Zach Cole
| The University of Colorado | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
