Patty Meneley

Principal | Operations Manager


Patty Meneley is the Chief Operations 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 English from Texas Tech University.

Patty lives in Boulder with her husband and has two adult children. She enjoys playing and listening to live music, traveling, reading, hiking, and photography.