Jordan Kunz
Portefeuillebeheerder-Aandelen bij Colorado Financial Management LLC
Profiel
Mr. Jordan T.
Kunz, CFA, is a Financial Advisor at Colorado Financial Management LLC.
His strategic and analytical bent is put to good use when advising families and nonprofit clients, as well as in portfolio management, manager selection, financial planning, and the occasional IT project.
Mr. Kunz joined Colorado Financial Management in 2012 after five years with Harbor Wealth Management.
He received his BA Economics, Mathematics Minor from Pomona College.
He is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a Chartered SRI Counselor (CSRIC).
Actieve functies van Jordan Kunz
| 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. | Portefeuillebeheerder-Aandelen | 01-01-2012 |
Opleiding van Jordan Kunz
| Pomona College | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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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 |
