Sargent Bickham Lagudis

Description

Address: 4840 Pearl E Cir #300e, Boulder, CO 80301 Hours: Open ⋅ Closes 5PM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (303) 443-2433Category: Place name: : : : Website: : : : Website: http://colofinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sargent Bickham Lagudis Posting publicly on the Web Write a review Reviews Be the first to review

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Sargent Bickham Lagudis Employees

Employee
Years
Job
Industry
Kreighton Bieger Kreighton Bieger Greater Denver Area Details
Kreighton Bieger's Sargent Bickham Lagudis Experience June 2013 - January 2014
Job Principal at KilterHowling LLC
Industry Investment Management
Experience
KilterHowling LLC   January 2014 - Present
Sargent Bickham Lagudis   June 2013 - January 2014
Sargent Bickham Lagudis   May 2010 - January 2014
Janus Capital Group  May 2006 - April 2010
Suncorp Corporate Credit Union  February 2006 - May 2006
GE Access (now Access Distribution- part of Avnet)   July 2002 - June 2004
Quist Financial (now Quist Valuation)   September 2000 - March 2002
CU Boulder College of Business   September 1997 - December 1999
Lehman Brothers  June 1999 - August 1999

Skills
Valuation, Equities, Fixed Income, Finance, Portfolio Management, Research, Financial Modeling, Investments, Options, Financial Analysis, Investment Banking, Capital Markets, Equity Research, Negotiation, Wealth Management

Education
University of Colorado at Boulder - Leeds School of Business   1997 — 2000
Bachelor's Degree

Brad Bickham Brad Bickham Boulder, Colorado Details
Brad Bickham's Sargent Bickham Lagudis Experience September 1989 - Present
Job Owner & President Sargent Bickham Lagudis, Active Board Member with several Nonprofits in Boulder County
Industry Investment Management
Experience
Sargent Bickham Lagudis   September 1989 - Present
Boulder Rotary Club   2001 - 2011
Boulder County Community Foundation   2000 - 2007
Dain Bosworth, Inc.   January 1985 - January 1989
C.L. Frates & Company   January 1982 - January 1984

Skills
Strategic Financial..., Estate Planning, Investment Management, Investments, Retirement, Finance, Financial Advisory, Insurance, Personal Finance, Consulting, Asset Managment, Portfolio Management

Education
University of Colorado at Boulder   1984 — 1985
B.A., Economics

Oklahoma City University   1982 — 1983
Finance

Louisiana State University   1981 — 1982
Finance

Viktoria Falus, CFP® Viktoria Falus, CFP® Greater Denver Area Details
Viktoria Falus, CFP®'s Sargent Bickham Lagudis Experience March 2005 - Present
Job Financial Planner at Sargent Bickham Lagudis
Industry Investment Management
Experience
Sargent Bickham Lagudis   March 2005 - Present

Skills
Asset Management, Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, Income Tax, Strategic Financial...

Education
State University of New York College at Purchase   2002 — 2004
B.A., Economics

Barbara Lommen Barbara Lommen Greater Denver Area Details
Barbara Lommen's Sargent Bickham Lagudis Experience June 2015 - Present
Job Associate Financial Advisor at Sargent Bickham Lagudis
Industry Research
Experience
Sargent Bickham Lagudis   June 2015 - Present
Altitude Research Center, UCDenver   November 2003 - May 2015

Skills
Strategic Planning, Business Development, Management, Public Relations, Public Speaking, Non-profits, Strategic Communications, Marketing Communications, Event Planning, Project Management, Budgets, Finance, Financial Reporting, Financial Modeling, Website Development

Education
Fast-Track Program via Metro State University Denver   2013 — 2014
Certified Financial Planner

   1987 — 1989
Licentiaat Bedrijfskunde (MBA), Management, Finance

University of Antwerp   1983 — 1987
Licentiaat vertaler, Translation

Meagan D'Angelo, CFP® Meagan D'Angelo, CFP® Greater Denver Area Details
Meagan D'Angelo, CFP®'s Sargent Bickham Lagudis Experience 2003 - Present
Job Advisor, Portfolio Manager, Financial Planner at Sargent Bickham Lagudis
Industry Financial Services
Experience
Sargent Bickham Lagudis   2003 - Present
Quest Diagnostics  2002 - 2003

Education
College for Financial Planning

College for Financial Planning

College for Financial Planning

University of Colorado at Boulder
Bachelor of Business Administration (B.B.A.)

Hayley Hughes Hayley Hughes Denver, Colorado Details
Hayley Hughes's Sargent Bickham Lagudis Experience November 2012 - August 2013
Job Investment Banking Analyst at Q Advisors
Industry Investment Banking
Experience
Q Advisors  September 2014 - Present
Sargent Bickham Lagudis   November 2012 - August 2013
Highlands Ranch Metro Districts   May 2012 - July 2012

Education
University of Colorado Boulder   2010 — 2014
Bachelor of Science (BS), Finance

Chris LeSueur Chris LeSueur Boulder, Colorado Details
Chris LeSueur's Sargent Bickham Lagudis Experience January 2015 - Present
Job Investment Research and Equity Valuation Intern at Sargent Bickham Lagudis,
Industry Investment Management
Experience
Sargent Bickham Lagudis   January 2015 - Present
Western Asset Management  June 2015 - August 2015
Leeds Technology Services   April 2014 - June 2015
Innovation Pavilion  August 2011 - May 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, C++, Social Media, HTML, C, Public Speaking, Teamwork, Windows, Matlab, English, AutoCAD, Event Planning, SQL, Python, JavaScript, Java, Start-ups

Education
University of Colorado Boulder   2012 — 2016
Engineer's Degree, Applied Mathematics, Senior

Long Tat Long Tat Broomfield, Colorado Details
Long Tat's Sargent Bickham Lagudis Experience May 2014 - Present
Job UCLA Anderson Master of Financial Engineering candidate
Industry Computer Software
Experience
Sargent Bickham Lagudis   May 2014 - Present
Jeppesen  June 2012 - August 2012

Skills
Software Development, Python, Software Engineering, MySQL, SQL, Testing, C++, Mathematics, Automated Software..., C, Test Planning, Engineering, Microsoft Office, Software Quality..., Object Oriented Design, Eclipse, Java, Linux, Quality Center, Parallel Programming, Fortran

Education
UCLA Anderson School of Management   2015 — 2016
Master’s Degree, Financial Engineering

University of Colorado at Boulder   2010 — 2015
Bachelor of Science (BS), Computer Science

Miles Sampson, CFA Miles Sampson, CFA New York, New York Details
Miles Sampson, CFA's Sargent Bickham Lagudis Experience November 2008 - August 2009
Job Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  December 2014 - Present
Franklin Templeton Investments  April 2012 - November 2014
Franklin Templeton Investments  March 2010 - March 2012
Sargent Bickham Lagudis   November 2008 - August 2009
Covidien  May 2008 - September 2008

Skills
Factset, Microsoft Office, Capital IQ, Datastream, Valuation, Asset Management, Economics, Accounting, Equities, Research, Analysis, Fixed Income, Asset Allocation, Financial Modeling, Bloomberg, Financial Analysis, Investments, Mutual Funds, Finance, Equity Research, Portfolio Management, Capital Markets, Investment Strategies, Equity Valuation

Education
University of Colorado at Boulder   2005 — 2009
Finance, Finance

Nick Ross Nick Ross Greater Denver Area Details
Nick Ross's Sargent Bickham Lagudis Experience January 2003 - June 2003
Job Commercial Insurance and Risk Management Advisor
Industry Insurance
Experience
HUB International Insurance Services, Inc  March 2009 - Present
Liberty Mutual Insurance  August 2003 - March 2009
Sargent Bickham Lagudis   January 2003 - June 2003

Skills
Property & Casualty..., Workers Compensation, Risk Management, Commercial Insurance, Brokers, Manufacturing, Construction, Restaurants, Wholesale, Public Sector, Analytics, Insurance

Education
University of Colorado at Boulder - Leeds School of Business   1999 — 2003
Business, Finance, Accounting, Economics

Jordan Kunz, CFA, CFP® Jordan Kunz, CFA, CFP® Greater Denver Area Details
Jordan Kunz, CFA, CFP®'s Sargent Bickham Lagudis Experience October 2012 - Present
Job Financial Advisor at Sargent Bickham Lagudis
Industry Investment Management
Experience
Sargent Bickham Lagudis   October 2012 - Present

Skills
Wealth Management, Portfolio Management, Investment Management, Strategic Financial..., Financial Services, Equity Valuation, Microsoft Office, Investments, Asset Management, Financial Modeling, Adobe Creative Suite, C++, HTML + CSS, HTML, Wordpress, Investment Strategies, Hedging, Fixed Income, Derivatives, Equity Derivatives, Financial Advisory, Hedge Funds, Alternative Investments, Financial Planners, Estate Planning, Asset Allocation, Finance

Education
Pomona College   2003 — 2007
BA, Economics

Trace Welch, CFA Trace Welch, CFA Greater New York City Area Details
Trace Welch, CFA's Sargent Bickham Lagudis Experience November 2010 - March 2014
Job Family Investment Associate at GenSpring Family Offices
Industry Investment Management
Experience
GenSpring Family Offices  April 2014 - Present
Sargent Bickham Lagudis   November 2010 - March 2014
Welch Hornsby   July 2009 - November 2010
Vulcan Value Partners - Investment Management Firm   May 2008 - August 2008

Skills
Portfolio Management, DCF Valuation, Security Analysis, Microsoft Excel, Asset Managment, Investment Management

Education
Birmingham-Southern College   2005 — 2009
BS, Economics

Samuel Posnick Samuel Posnick Denver, Colorado Details
Samuel Posnick's Sargent Bickham Lagudis Experience December 2010 - May 2011
Job Summer Associate at Hogan Lovells
Industry Law Practice
Experience
Hogan Lovells  May 2015 - July 2015
U.S. Court of Appeals for the 8th Circuit   May 2014 - August 2014
University of Minnesota Law School  May 2014 - August 2014
J.P. Morgan Asset Management   June 2011 - August 2011
Sargent Bickham Lagudis   December 2010 - May 2011

Skills
Financial Analysis, Microsoft Office, Analysis, Microsoft Excel, Sales, PowerPoint, Valuation, Financial Modeling, Finance, Event Management, Event Planning, Customer Service

Education
Uppsala University   2015 — 2016
Master of Laws (LL.M.), International Tax Law and EU Tax Law

University of Minnesota Law School   2013 — 2016
Doctor of Law (J.D.), 3L

University of Colorado Boulder   2008 — 2012
Bachelor of Science, Business Administration - Finance Emphasis

Zach Cole Zach Cole Denver, Colorado Details
Zach Cole's Sargent Bickham Lagudis Experience January 2014 - Present
Job Investment Analyst at Sargent Bickham Lagudis
Industry Investment Management
Experience
Sargent Bickham Lagudis   January 2014 - Present
Deloitte  August 2012 - January 2014
University of Colorado at Boulder  August 2010 - May 2012
Colorado Custom Printing LLC   January 2010 - May 2012
Deloitte  May 2011 - August 2011
Northwestern Mutual Financial Network  December 2009 - August 2010
Pinehurst Country Club Restaurant   May 2008 - May 2010
Ken Caryl Painting Inc   May 2006 - June 2008
Hacienda Colorado  August 2007 - December 2007
Cost Plus World Market  August 2006 - March 2007

Skills
VBA, Corporate Finance, Finance, Investments, Marketing, Economics, Research, Statistics, Time Management, Sales, Recruiting, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Word, Public Speaking, Analysis, IT Auditing, Internal Controls, Governance, Market Research, Valuation

Education
University of Colorado at Boulder - Leeds School of Business   2008 — 2012
B.S., Quantitative Finance

University of Colorado at Boulder   2008 — 2012
B.A. Economics, Quantitative Economics

University of Colorado at Boulder   2008 — 2012
Minor, Mathematics

Columbine High School   2004 — 2008
Diploma, High School Education

Austin Lindsey Austin Lindsey Los Angeles, California Details
Austin Lindsey's Sargent Bickham Lagudis Experience October 2012 - August 2014
Job Analyst at EY
Industry Financial Services
Experience
EY  September 2014 - Present
Sargent Bickham Lagudis   October 2012 - August 2014
PetroDE  January 2011 - August 2014
MSF Enterprises, LLC   June 2012 - August 2012

Skills
Valuation, Strategy, Business Development, Financial Modeling, Investments, Equity Research, Financial Analysis, Banking, Equities, Portfolio Management, Asset Management, VBA, R

Education
University of Colorado Boulder - Leeds School of Business   2010 — 2014
Bachelor's Degree, Finance

William Brand William Brand Greater Denver Area Details
William Brand's Sargent Bickham Lagudis Experience May 2008 - May 2009
Job Internet Product at Charter Communications
Industry Internet
Experience
Charter Communications  April 2014 - Present
CDS  April 2012 - March 2014
Visa  June 2009 - April 2012
Sargent Bickham Lagudis   May 2008 - May 2009

Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Mergers, Financial Reporting, Loans, Venture Capital, Corporate Development, Investments, Corporate Finance, Analysis, Finance, Wealth Management, Management, Investment Banking, Consulting, Excel, Forecasting, PowerPoint, Business Strategy, Microsoft Office, Problem Solving, Bloomberg, Acquisitions, Accounting, Financial Accounting, Strategic Planning, Capital Budgeting, Product Strategies, Product Development

Education
University of Colorado at Boulder - Leeds School of Business   2004 — 2009
BA, Finance and Accounting

Luke Daniel CFP, CLU Luke Daniel CFP, CLU Greater Denver Area Details
Luke Daniel CFP, CLU's Sargent Bickham Lagudis Experience October 2007 - Present
Job Principal and Senior Advisor at Sargent Bickham Lagudis
Industry Financial Services
Experience
Sargent Bickham Lagudis   October 2007 - Present
Charles Schwab  September 2000 - October 2007

Skills
Investment Strategies, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Financial Planning, Bonds, Finance

Education
Colorado State University   1996 — 2000
B.S. Business Administration, Finance and Real Estate

American College   2007 — 2008
Certification, Chartered Life Underwriter

Metropolitan State University of Denver   2001 — 2003
Certification, Certified Financial Planner

Conner Gertje Conner Gertje Greater Denver Area Details
Conner Gertje's Sargent Bickham Lagudis Experience April 2010 - Present
Job Research Intern at Sargent Bikham Lagudis
Industry Financial Services
Experience
Sargent Bickham Lagudis   April 2010 - Present

Education
University of Colorado Boulder   2007 — 2011

Christiana Glenn Christiana Glenn Boulder, Colorado Details
Christiana Glenn's Sargent Bickham Lagudis Experience March 2014 - Present
Job Client Service Manager at Sargent Bickham Lagudis
Industry Financial Services
Experience
Sargent Bickham Lagudis   March 2014 - Present
Boulder Community Rowing   March 2009 - Present
Venus de Miles/Greenhouse Scholars   January 2013 - March 2014
Mix1 Beverage Company  December 2010 - January 2013

Education
Denison University   2004 — 2008
BA, Communication

Alex Fabisiak Alex Fabisiak Boulder, Colorado Details
Alex Fabisiak's Sargent Bickham Lagudis Experience December 2010 - February 2013
Job Finance PhD Student at UCLA Anderson School of Management
Industry Financial Services
Experience
Sargent Bickham Lagudis   December 2010 - February 2013
University of Colorado at Boulder  May 2012 - December 2012
University of Colorado at Boulder  August 2011 - May 2012
Silver Lake Financial   May 2011 - August 2011

Education
UCLA Anderson School of Management   2013 — 2019
Doctor of Philosophy (PhD), Finance

University of Colorado at Boulder - Leeds School of Business   2008 — 2012
Bachelor's degree, Mathematics, Finance