Profil
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.
Ehemalige bekannte Positionen von Kory Christiaan Lackey
| Unternehmen | Position | Ende |
|---|---|---|
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-Aktien | 01.07.2023 |
Ausbildung von Kory Christiaan Lackey
| University of Washington | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Private Unternehmen
Beziehungen
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Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
