LeadIQ logo
Learn more at LeadIQ.com
Colorado Financial Management logo

Colorado Financial Management Employee Directory

Financial ServicesColorado, United States51-200 Employees

Colorado Financial Management is a financial services firm based in Boulder, Colorado. The company provides wealth management services arranged in a family-office style, seeking to make this approach accessible to a broader clientele. Its offerings combine sophisticated investment strategies with comprehensive financial planning that accounts for tax and estate considerations, aiming to protect and grow client assets. The client base includes high-net-worth and ultra-high-net-worth individuals as well as businesses, entrepreneurs, charities, and notable figures in sports and the media, with more than $11 billion in assets under management.

Within the broader financial services landscape, the enterprise has seen leadership changes within the related advisory group in 2026. In May 2026, Ken Stern was promoted to co-chief executive officer, reflecting ongoing governance updates at Lido Advisors.

Find Colorado Financial Management employees' phone numbers or email addresses

Colorado Financial Management Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Colorado Financial Management's Leadership

  • Stylized image of a person
    T. W.
    Portfolio Manager
    Mobile Phone
  • Stylized image of a person
    B. C.
    Advisor
    Mobile Phone
  • Stylized image of a person
    B. L.
    Financial Planner And Associate Advisor
    Mobile Phone
  • Stylized image of a person
    B. L.
    Financial Planner And Associate Advisor
    Mobile Phone
  • Stylized image of a person
    R. W.
    Coordinator
    Mobile Phone

Colorado Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Colorado Financial Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. W.
    Portfolio Manager
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    B. C.
    Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    B. L.
    Financial Planner And Associate Advisor
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    B. L.
    Financial Planner And Associate Advisor
    Mobile Phone
    Mar 11, 2025
  • Stylized image of a person
    R. W.
    Coordinator
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Colorado Financial Management known for?

Minus sign iconPlus sign iconColorado Financial Management was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-303-443-****
. Explore Colorado Financial Management's company overview page for more information.

What is Colorado Financial Management's most common email format?

Minus sign iconPlus sign iconColorado Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Colorado Financial Management email formats with LeadIQ.

How many employees does Colorado Financial Management have currently?

Minus sign iconPlus sign iconColorado Financial Management has approximately 51 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Colorado Financial Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Colorado Financial Management's key employees include:

  • Portfolio Manager: T. W.
  • Advisor: B. C.
  • Financial Planner And Associate Advisor: B. L.
  • Financial Planner And Associate Advisor: B. L.
  • Coordinator: R. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.