Zach Cole

Analyst-Equity en Colorado Financial Management LLC .

Consumer Services

Finance

Perfil

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.

Cargos activos de Zach Cole

Empresas	Cargo	Inicio
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

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Formación de Zach Cole.

The University of Colorado

Undergraduate Degree

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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