Richard Lawrence

Chief Executive Officer at Colorado Financial Management LLC

Finance

Commercial Services

Technology Services

Richard Lawrence active positions

Companies	Position	Start	End
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.	Chief Executive Officer	01/01/2014	-
	President	01/01/2014	-
Colorado Financial Management, Inc. Colorado Financial Management, Inc. Investment ManagersFinance Colorado Financial Management, Inc. provides investment advice. Its services include free initial consultation, relationship based services, wealth management, client education, social security analysis and maximization, estate and retirement planning and income tax advantaged investments. The company was founded by Gray D. Premer in 1988 and is headquartered in Boulder, CO.	Chief Executive Officer	01/01/2014	-
	President	01/01/2014	-

Career history of Richard Lawrence

Former positions of Richard Lawrence

Companies	Position	Start	End
University of Colorado Foundation, Inc. University of Colorado Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services University of Colorado Foundation, Inc. provides financial support to charitable causes. It raises private funds from outside for support the University's strategic initiatives. The firm manages investments such as endowment funds and charitable trusts. The company was founded in 1967 and is headquartered in Boulder, CO	Chief Administrative Officer	-	01/01/2013
	Director/Board Member	-	-
	Director of Finance/CFO	-	01/01/2013
	Treasurer	-	01/01/2013
Vectra Bank Colorado, NA Vectra Bank Colorado, NA Major BanksFinance Vectra Bank Colorado NA provides banking services. It offers deposit accounts, loans and mortgages, credit cards, and investment services. It also offers personal, executive, trust, online & business banking services. The firm has operations in Arizona, Texas, California, Colorado, Idaho, Nevada, New Mexico, Utah, and Washington. The company was founded in 1988 and is headquartered in Denver, CO.	Director of Finance/CFO	01/01/2001	01/01/2006
Denver Public Library	Director/Board Member	-	-
Colorado Bankers Association Colorado Bankers Association Miscellaneous Commercial ServicesCommercial Services The Colorado Bankers Association is a business association based in Colorado. The CEO of the American company is Don Childears.	Director/Board Member	-	-
Bank One Corp.	Corporate Officer/Principal	-	-
Chaperon LLC Chaperon LLC Packaged SoftwareTechnology Services Chaperon LLC engages in the development of security software. The company was founded by Ashif Dhanani and is headquartered in Westminter, CO.	Director/Board Member	-	-

Training of Richard Lawrence

The University of Colorado

Undergraduate Degree

Statistics

International

United States

Operational

Director/Board Member	4
Director of Finance/CFO	2
Chief Executive Officer	2

Sectoral

Finance	5
Commercial Services	3
Technology Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Private companies	8
University of Colorado Foundation, Inc. University of Colorado Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services University of Colorado Foundation, Inc. provides financial support to charitable causes. It raises private funds from outside for support the University's strategic initiatives. The firm manages investments such as endowment funds and charitable trusts. The company was founded in 1967 and is headquartered in Boulder, CO	Commercial Services
Chaperon LLC Chaperon LLC Packaged SoftwareTechnology Services Chaperon LLC engages in the development of security software. The company was founded by Ashif Dhanani and is headquartered in Westminter, CO.	Technology Services
Bank One Corp.	Finance
Vectra Bank Colorado, NA Vectra Bank Colorado, NA Major BanksFinance Vectra Bank Colorado NA provides banking services. It offers deposit accounts, loans and mortgages, credit cards, and investment services. It also offers personal, executive, trust, online & business banking services. The firm has operations in Arizona, Texas, California, Colorado, Idaho, Nevada, New Mexico, Utah, and Washington. The company was founded in 1988 and is headquartered in Denver, CO.	Finance
Colorado Bankers Association Colorado Bankers Association Miscellaneous Commercial ServicesCommercial Services The Colorado Bankers Association is a business association based in Colorado. The CEO of the American company is Don Childears.	Commercial Services
Denver Public Library
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
Colorado Financial Management, Inc. Colorado Financial Management, Inc. Investment ManagersFinance Colorado Financial Management, Inc. provides investment advice. Its services include free initial consultation, relationship based services, wealth management, client education, social security analysis and maximization, estate and retirement planning and income tax advantaged investments. The company was founded by Gray D. Premer in 1988 and is headquartered in Boulder, CO.	Finance

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