![Luke Daniel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Luke Daniel
Analyst-Equity bij Colorado Financial Management LLC
Profiel
Mr. Luke R.
Daniel is a Principal & Senior Financial Advisor at Colorado Financial Management LLC.
He has over 20 years of industry experience, he helps individuals and families achieve their financial planning dreams in an environment that is free from conflicts of interest.
He builds close relationships with clients to design, implement, and monitor their financial plan and works with clients to customize their investment portfolio to achieve their financial planning goals.
In addition to his duties as a Partner, his responsibilities include client relationship management, financial planning, portfolio design and management, and investment analysis.
He is a member of the Investment Committee and he works out of both of our Cherry Creek and Boulder offices.
Prior to joining CFM in 2007, he was a Portfolio Consultant for Charles Schwab & Co. Inc. where he managed more than $480 million in client assets and worked with more than 380 clients.
He received his BS in Business Administration with a concentration in Finance and Real Estate from Colorado State University.
Actieve functies van Luke Daniel
Bedrijven | Functie | Begin |
---|---|---|
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 | 01-01-2007 |
Opleiding van Luke Daniel
Colorado State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 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 |