Jordan Kunz
Portfolio Manager-Equities at Colorado Financial Management LLC
Network origin in Jordan Kunz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
9
| Private Company | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jordan Kunz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Miscellaneous Commercial Services | Director of Finance/CFO | |
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. | Packaged Software | 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. | Miscellaneous Commercial Services | Director/Board Member | |
| Denver Public Library | Director/Board Member | ||
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. | Investment Managers | Chief Executive Officer | |
| Colorado State University | College/University | Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree | |
| Ohio Wesleyan University | College/University | Undergraduate Degree | |
| University of Colorado Boulder | College/University | Undergraduate Degree |
Statistics
International
| United States | 13 |
Sectoral
| Consumer Services | 6 |
| Finance | 4 |
| Commercial Services | 3 |
| Technology Services | 2 |
Operational
| Undergraduate Degree | 9 |
| Analyst-Equity | 7 |
| Director/Board Member | 4 |
| President | 3 |
| Investment Committee Member | 3 |
Most connected contacts
| Insiders | |
|---|---|
| Richard Lawrence | 9 |
| Brad Bickham | 2 |
| Meagan D’Angelo | 2 |
| Luke Daniel | 2 |
| Chris Lagudis | 2 |
| Zach Cole | 2 |
| Denis Nock | 2 |
| Floyd Pierce | 2 |
| Jack McDonald | 2 |
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