SBL Hires New President & CEO

SBL Hires New President & CEO

Sargent Bickham Lagudis, LLC, one of Colorado’s largest independent wealth management firms, has hired Richard Lawrence as President and CEO. His main roles and responsibilities include day to day management of the firm, as well as business development, oversight of merger and acquisition activity, and long-term strategic planning and implementation.

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.

Rick-Lawrence-web

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.”

Please join us in welcoming Rick to the SBL team!

CFM

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