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Loopbaan van Lisa Snider
Eerdere bekende functies van Lisa Snider
Bedrijven | Functie | Begin | Einde |
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Wagner Investment Management, Inc.
![]() Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services. | Analyst-Equity | 08-01-2003 | 04-04-2005 |
Directeur van Onderzoek - Eigen Vermogen | 08-01-2003 | 04-04-2005 |
Statistieken
Internationaal
Verenigde Staten | 2 |
Operationeel
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Sectoraal
Finance | 2 |
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Bedrijven in privébezit | 1 |
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Wagner Investment Management, Inc.
![]() Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services. | Finance |
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