Principal | Operations & Compliance Manager
Patty Meneley is the Chief Operations and Compliance Officer for Colorado Financial Management. She oversees the technology and operations for the firm.
She joined Sargent & Company in 1994 and became a principal of Sargent Bickham Lagudis in 1999. She has over 20 years experience in client service, portfolio accounting and securities operations management.
She began her career as a Registered Principal with North Texas Asset Management and was an investment executive/registered representative with Southwest Securities and later with Financial Network Investment Corporation. She holds a BA in literature from Texas Tech University.
Patty lives in Boulder with her husband and has two college aged children. She enjoys playing and listening to live music, traveling, reading and hiking. She is an active volunteer and currently is on the board of directors for Boulder Valley Women’s Health Center, serving as the chair of the Finance Committee. She is also on the Board of Governors for Ghost Ranch in Abiquiu, New Mexico.