Richard Lawrence Joins Leading Wealth Management Firm
BOULDER, Colo., Feb. 27, 2014 /PRNewswire/ — Sargent Bickham Lagudis, LLC, one of Colorado's largest independent wealth management firms, has hired Richard Lawrence as President and CEO. Brad Bickham, CFA, CFP®, who has served as President since 1999, will now focus fully on portfolio management and investment research as Chief Investment Officer and Chairman.
Photo – http://photos.prnewswire.com/prnh/20140227/PH72916
Lawrence was most recently the President and CEO of the University of Colorado Foundation where he also served as Chief Operating Officer. Prior to working at the Foundation, Lawrence's 30-year career in banking at Vectra Bank and Bank One included senior management positions in finance, operations, and retail bank management.
Says Bickham, "Rick's experience will be invaluable in helping our company to continue to grow and thrive. Our assets under management are now almost $900 million and our clients number nearly 400. The complexity of our business has grown to where a seasoned professional manager like Rick Lawrence is essential."
Lawrence adds, "I have known several of the senior staff at SBL for many years and am thrilled to join this team of experienced and knowledgeable professionals. Personalized financial planning and intelligent investing are more important than ever now, and SBL's track record and talented staff make them a great choice for these important services. I am looking forward to contributing to the future success of our clients and our company."
About Sargent Bickham Lagudis, LLC
Sargent Bickham Lagudis is a fee-only wealth management firm providing customized investment management and financial planning for high net worth individuals, families, and nonprofit institutions. With offices in Boulder and Denver, SBL serves clients throughout Colorado and the United States. For more information, visit http://sblfinancial.com.
Media Contact:
Patricia Meneley
Boulder, CO
+1 (303) 443-2433
Email