Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Nguyen Thi-Thanh Ha | F | - |
CPWM LLC
 CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | 7 years |
| Vera Minar | F | - |
CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | - |
| Jeremy Justin Kiefer | M | - |
CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | 8 years |
| Kory Christiaan Lackey | M | - |
CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | 8 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 4 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Derek Crump
- Personal Network
