Brad Bickham, CFA, CFP®

Director, Investments - Mountain West

Brad first began working in financial services in 1982. After 40 years, he still finds it intellectually stimulating and surprising. He has been interviewed by the Wall Street Journal and recognized by Barron’s and the Financial Times as one of America’s top Financial Advisors numerous times. He is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional.

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 Imagine! Foundation, Boulder Rotary Foundation, Boulder Country Day School, Community Foundation Boulder County, The People’s Clinic, Boulder Country Club Finance Committee, and was a member of the Community Advisory Panel for Roche Colorado. He also services as Advisor and Portfolio Manager to many of Boulder County’s non-profit organizations.

Brad lives in Boulder with his wife, Dana, and has four children and one grandchild.  He enjoys golf, skiing, hiking with his Australian Shepherd, and tennis.


BA Economics
University of Colorado


Chartered Financial Analyst (CFA)