Meagan D’Angelo
Analyst-Equity chez Colorado Financial Management LLC
Profil
Ms. Meagan D’Angelo is a Principal & Senior Financial Advisor at Colorado Financial Management LLC.
She joined Colorado Financial Management in 2003.
With over 15 years of financial industry experience, she serves as an active member of the Investment Committee, is involved in research, and provides financial counsel to individuals and families.
She received her BS in Business Administration and went on to complete a Master of Science in Personal Financial Planning from The University of Colorado.
Postes actifs de Meagan D’Angelo
| 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 | 01/01/2003 |
Formation de Meagan D’Angelo
| The University of Colorado | Graduate 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 |
