Brad Bickham, CFA, CFP®

Managing Partner | Chief Investment Officer

When Brad first began studying finance and economics, it was because it was intellectually stimulating, and it has remained so for his 35 year career.  He believes there is no limit to what can be learned and this view motivates every Investment Committee meeting.  Brad finds it gratifying and humbling to be the trusted advisor to many clients.

Brad also appreciates participating in building a small business.  CFM has grown from one employee to 30 in the past 30 years and is now one of the largest private wealth management companies in Colorado.

Brad values community service and he has served as Trustee for the Boulder Rotary Foundation, Boulder Country Day School, the Community Foundation Serving Boulder County, The People’s Clinic, Boulder Country Club Finance Committee, and was a member of the Community Advisory Panel for Roche Colorado.

Brad lives in Boulder with his wife, Dana, and four children.  He enjoys golf, skiing, and tennis.

EDUCATION

BA Economics
University of Colorado

CREDENTIALS

Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER (CFP®)

MEMBERSHIPS

CFA Institute
CFA Society Colorado
Financial Planning Association (FPA)

LEADERSHIP

Boulder Rotary Foundation
Trustee
Boulder Country Day School
Trustee