Richard Lawrence

Richard "Rick" Lawrence is a Colorado-based wealth-management executive. In February 2014 he was named President and CEO of Sargent Bickham Lagudis, LLC — the Boulder RIA that was subsequently rebranded Colorado Financial Management (CFM). He led the roughly $1-billion firm for about nine years until it was acquired by Los Angeles–based Lido Advisors in March 2023, after which he became Senior Managing Director for the Mountain West region at Lido.

Before CFM, Lawrence spent seven years (from 2006) at the University of Colorado Foundation, where he held a series of executive roles including President and CEO, Chief Operating Officer, and Chief Financial Officer. During his tenure the Foundation planned and executed the $1.5 billion "Creating Futures" fundraising campaign and posted several of its strongest fundraising years to date.

Earlier in his career, Lawrence worked in banking for roughly 25–30 years, holding senior management positions in finance, operations, and retail banking at Bank One Corporation (Banc One) and, from 2000 to 2006, at Vectra Bank of Colorado, where he served as Chief Financial Officer and later managed the bank's greater-metro-Denver operations. He earned his bachelor's degree from the University of Colorado.

His core professional identity is that of an RIA/wealth-management leader rather than a startup investor. Publicly available material documents his executive banking and wealth-advisory career in depth, but does not establish an active, ongoing angel-investing practice.

• Lawrence's documented investment work is institutional wealth and portfolio management for individuals and families through Colorado Financial Management / Lido Advisors — not venture or seed-stage startup investing.
• The "Angel Investors / Seed Round" classification in the source stub appears to originate from third-party investor databases (e.g., PitchBook / CB Insights), which list a single angel investment under the common name "Richard Lawrence." That deal (UpEnergy, a Uganda clean-cookstove and carbon-credit company) aligns far more closely with the profile of a *different* investor — Richard H. Lawrence Jr., founder/Executive Chairman of Overlook Investments and a noted climate/impact philanthropist (Carbon Mapper, High Tide Foundation) — and is very likely a name-based conflation.
• No verifiable check size, sector thesis, or stated seed-investing criteria could be found for the Colorado Financial Management Richard Lawrence. These lines are therefore omitted rather than guessed.