Luke Daniel
Analyst-Equity presso Colorado Financial Management LLC
Provenienza dei contatti di primo grado di Luke Daniel
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
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.
9
| Private Company | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Luke Daniel tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Colorado Foundation, Inc.
University of Colorado Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services University of Colorado Foundation, Inc. provides financial support to charitable causes. It raises private funds from outside for support the University's strategic initiatives. The firm manages investments such as endowment funds and charitable trusts. The company was founded in 1967 and is headquartered in Boulder, CO | Miscellaneous Commercial Services | Director of Finance/CFO | |
Chaperon LLC
Chaperon LLC Packaged SoftwareTechnology Services Chaperon LLC engages in the development of security software. The company was founded by Ashif Dhanani and is headquartered in Westminter, CO. | Packaged Software | Director/Board Member | |
Colorado Bankers Association
Colorado Bankers Association Miscellaneous Commercial ServicesCommercial Services The Colorado Bankers Association is a business association based in Colorado. The CEO of the American company is Don Childears. | Miscellaneous Commercial Services | Director/Board Member | |
Denver Public Library | Director/Board Member | ||
Colorado Financial Management, Inc.
Colorado Financial Management, Inc. Investment ManagersFinance Colorado Financial Management, Inc. provides investment advice. Its services include free initial consultation, relationship based services, wealth management, client education, social security analysis and maximization, estate and retirement planning and income tax advantaged investments. The company was founded by Gray D. Premer in 1988 and is headquartered in Boulder, CO. | Investment Managers | Chief Executive Officer | |
Pomona College
Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree | |
University of California | College/University | Undergraduate Degree | |
Ohio Wesleyan University | College/University | Undergraduate Degree | |
University of Colorado Boulder | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 13 |
Settori
Consumer Services | 6 |
Finance | 4 |
Commercial Services | 3 |
Technology Services | 2 |
Posizioni
Undergraduate Degree | 9 |
Analyst-Equity | 6 |
Director/Board Member | 4 |
Portfolio Manager-Equities | 4 |
President | 3 |
Contatti più connessi
Insiders | |
---|---|
Richard Lawrence | 9 |
Brad Bickham | 2 |
Meagan D’Angelo | 2 |
Jordan Kunz | 2 |
Chris Lagudis | 2 |
Zach Cole | 2 |
Denis Nock | 2 |
Floyd Pierce | 2 |
Jack McDonald | 2 |
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