Richard Lawrence
Chief Executive Officer at Colorado Financial Management LLC
Profile
Mr. Richard W.
Lawrence is a President & Chief Executive Officer at Colorado Financial Management LLC and a President & Chief Executive Officer at Colorado Financial Management, Inc.
Mr. Lawrence Before joining Colorado, he spent seven years at the University of Colorado Foundation where he served in a number of executive roles including President and CEO, Chief Operating Officer, and Chief Financial Officer.
His efforts were fundamental to the strategic planning and execution of the Foundation’s $1.5 billion Creating Futures campaign, during which the foundation realized its five most successful fundraising years in its history.
Prior to his 2006 arrival at the Foundation, he worked in banking for more than 25 years at Bank One Corporation and, from 2000 to 2006, Vectra Bank of Colorado where he was Chief Financial Officer and later managed the operation in greater metro Denver, as well as leading the statewide operations, IT, compliance and regulatory relationships.
He received his bachelor’s degree from the University of Colorado and is a 1988 graduate of the ABA Stonier Graduate School of Banking.
Richard Lawrence active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 31/12/2013 |
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. | Chief Executive Officer | 31/12/2013 |
Former positions of Richard Lawrence
| Companies | Position | End |
|---|---|---|
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 | Director of Finance/CFO | 31/12/2012 |
Vectra Bank Colorado, NA
 Vectra Bank Colorado, NA Major BanksFinance Vectra Bank Colorado NA provides banking services. It offers deposit accounts, loans and mortgages, credit cards, and investment services. It also offers personal, executive, trust, online & business banking services. The firm has operations in Arizona, Texas, California, Colorado, Idaho, Nevada, New Mexico, Utah, and Washington. The company was founded in 1988 and is headquartered in Denver, CO. | Director of Finance/CFO | 31/12/2005 |
| Denver Public Library | 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. | Director/Board Member | - |
| Bank One Corp. | Corporate Officer/Principal | - |
Training of Richard Lawrence
| The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
| Bank One Corp. | Finance |
Vectra Bank Colorado, NA
Vectra Bank Colorado, NA Major BanksFinance Vectra Bank Colorado NA provides banking services. It offers deposit accounts, loans and mortgages, credit cards, and investment services. It also offers personal, executive, trust, online & business banking services. The firm has operations in Arizona, Texas, California, Colorado, Idaho, Nevada, New Mexico, Utah, and Washington. The company was founded in 1988 and is headquartered in Denver, CO. | Finance |
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. | Technology Services |
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 | Commercial Services |
| Denver Public Library | |
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. | Commercial Services |
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. | Finance |
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. | Finance |
- Stock Market
- Insiders
- Richard Lawrence
