Profile
Mr. Kory C.
Lackey is a Partner, Director of Technology & Client Manager at CPWM LLC.
He specializes in the design, implementation and management of various types of investment portfolios for clients.
He has extensive experience in the investment industry.
Prior to joining Columbia Pacific Wealth Management, he worked for the Private Client Services division of Kibble & Prentice.
He serves on the SYC Foundation Board.
He received BA in Economics from the University of Washington.
He also holds an Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning and a series 65 Investment Advisor Qualification.
Former positions of Kory Christiaan Lackey
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 2023-06-30 |
Training of Kory Christiaan Lackey
| University of Washington | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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