Storia della carriera di Kory Christiaan Lackey
Precedenti posizioni note di Kory Christiaan Lackey
Società | Posizione | Inizio | Fine |
---|---|---|---|
CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | Gestore di Portafoglio-Azioni | 01/05/2015 | 01/07/2023 |
Formazione di Kory Christiaan Lackey
University of Washington | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | Finance |