Zach Cole
Analyst-Equity chez 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.
Postes actifs de Zach Cole
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Zach Cole
| The University of Colorado | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
