Denver Investments
Description
Address: Republic Plaza, 370 17th St #5000, Denver, CO 80202 Hours: Open ⋅ Closes 5PM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (303) 312-5000: : Website: : : : Category: : Place name: Website: http://www.sbhic.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Denver Investments Posting publicly on the Web Write a review Reviews Be the first to review
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Denver Investments Employees
Employee
Years
Job
Industry
Jeffrey Loehr Jeffrey Loehr's Denver Investments Experience April 1999 - Present
Job Partner, Portfolio Manager at Denver Investments
Industry Investment Management
Experience
Denver Investments April 1999 - Present
Skills
Equity Research, Alternative Investments, Investment Management, Investment Strategies, Equities, Asset Allocation, Asset Management, Portfolio Management, Hedge Funds, Investments, Mutual Funds, Fixed Income, Investment Advisory, Valuation, Bloomberg
Education
University of Denver - Daniels College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1992 — 1996
Bachelor of Science (BS), Psychology
Denver Investments April 1999 - Present
Skills
Equity Research, Alternative Investments, Investment Management, Investment Strategies, Equities, Asset Allocation, Asset Management, Portfolio Management, Hedge Funds, Investments, Mutual Funds, Fixed Income, Investment Advisory, Valuation, Bloomberg
Education
University of Denver - Daniels College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1992 — 1996
Bachelor of Science (BS), Psychology
Ryan Deliefde, CPA Ryan Deliefde, CPA's Denver Investments Experience October 2014 - Present
Job Research Associate at Denver Investments
Industry Investment Management
Experience
Denver Investments October 2014 - Present
PwC August 2012 - September 2014
Skills
Accounting, Financial Accounting, Investments, Microsoft Excel, Finance, Corporate Finance, Valuation, Auditing, Equity Research, Due Diligence, Financial Analysis, GAAP, Research, Risk Assessment, Financial Audits
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science (BS) Accounting, Minor in Economics, Cum Laude
Universitat Pompeu Fabra 2010 — 2010
Denver Investments October 2014 - Present
PwC August 2012 - September 2014
Skills
Accounting, Financial Accounting, Investments, Microsoft Excel, Finance, Corporate Finance, Valuation, Auditing, Equity Research, Due Diligence, Financial Analysis, GAAP, Research, Risk Assessment, Financial Audits
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science (BS) Accounting, Minor in Economics, Cum Laude
Universitat Pompeu Fabra 2010 — 2010
Chris Bouma, CFA Chris Bouma, CFA's Denver Investments Experience June 2005 - Present
Job Research Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments June 2005 - Present
Wagner Investment Management June 2000 - June 2005
Trust Company of Illinois June 1999 - June 2000
Bristol Investment Advisors, Inc April 1996 - June 1999
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Asset Managment, Investment Research, Equity Valuation, Performance Attribution, Capital Markets, Investment Management, Alternative Investments
Education
University of Denver - Daniels College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
University of Denver 1992 — 1995
Bachelor of Science (BS), Environmental Science
Glenbard West
Denver Investments June 2005 - Present
Wagner Investment Management June 2000 - June 2005
Trust Company of Illinois June 1999 - June 2000
Bristol Investment Advisors, Inc April 1996 - June 1999
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Asset Managment, Investment Research, Equity Valuation, Performance Attribution, Capital Markets, Investment Management, Alternative Investments
Education
University of Denver - Daniels College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
University of Denver 1992 — 1995
Bachelor of Science (BS), Environmental Science
Glenbard West
Daniel Schniedwind Daniel Schniedwind's Denver Investments Experience February 2014 - Present
Job Credit Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments February 2014 - Present
AMI Asset Management Corp. February 2011 - January 2014
Mars Hill Partners July 2010 - February 2011
Whittier College September 2007 - April 2010
Oppenheimer & Co. June 2009 - August 2009
GSD&M June 2008 - August 2008
Whittier College Newspaper September 2006 - May 2007
Education
Indiana University - Kelley School of Business 2014 — 2016
Master's Degree, Finance, General
Whittier College 2006 — 2010
Bachelor of Arts, Economics, Math
Københavns Universitet 2008 — 2008
Study Abroad, International Business & Economics
Denver Investments February 2014 - Present
AMI Asset Management Corp. February 2011 - January 2014
Mars Hill Partners July 2010 - February 2011
Whittier College September 2007 - April 2010
Oppenheimer & Co. June 2009 - August 2009
GSD&M June 2008 - August 2008
Whittier College Newspaper September 2006 - May 2007
Education
Indiana University - Kelley School of Business 2014 — 2016
Master's Degree, Finance, General
Whittier College 2006 — 2010
Bachelor of Arts, Economics, Math
Københavns Universitet 2008 — 2008
Study Abroad, International Business & Economics
Samuel Padilla Samuel Padilla's Denver Investments Experience June 2013 - September 2013
Job Data Analyst II at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's December 2014 - Present
Denver Investments June 2013 - September 2013
Northwestern Mutual January 2013 - April 2013
Sprouts Farmers Market July 2008 - December 2012
Skills
Microsoft Excel, Strategic Planning, Customer Service, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Fixed Income, Investments, Financial Modeling, Leadership, Sales, Financial Services
Education
Metropolitan State College of Denver 2010 — 2013
Bachelor's degree, Finance and Financial Management Services
Arapahoe Community College 2008 — 2010
Associate's degree, Business, Management, Marketing, and Related Support Services
Standard & Poor's December 2014 - Present
Denver Investments June 2013 - September 2013
Northwestern Mutual January 2013 - April 2013
Sprouts Farmers Market July 2008 - December 2012
Skills
Microsoft Excel, Strategic Planning, Customer Service, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Fixed Income, Investments, Financial Modeling, Leadership, Sales, Financial Services
Education
Metropolitan State College of Denver 2010 — 2013
Bachelor's degree, Finance and Financial Management Services
Arapahoe Community College 2008 — 2010
Associate's degree, Business, Management, Marketing, and Related Support Services
Chad McDonnell, CFP® Chad McDonnell, CFP®'s Denver Investments Experience March 2010 - Present
Job Vice President/Portfolio ManagerDenver Investments
Industry Investment Management
Experience
Denver Investments March 2010 - Present
Mile High United Way 2006 - Present
Skills
Wealth Management, Investment Management, Retirement Planning, Investments, Wealth Management..., Portfolio Management, Strategic Financial..., Financial Services, Finance, Financial Planning, Private Equity, Investment Advisory, Holistic Financial..., Comprehensive Wealth..., College Planning, Asset Management, Capital Markets, Money Management, Retirement Savings, Fixed Income, Alternative Investments, Financial Goals, Multi-generational..., Wealth Accumulation..., Saving for Education, Wealth Preservation..., Registered Investment..., ETFs, Equity Derivatives, Tactical Asset..., Equities
Education
University of Colorado at Boulder 1990 — 1994
BA
Loveland High School 1988 — 1990
College for Financial Planning
Designation, CERTIFIED FINANCIAL PLANNER™
Denver Investments March 2010 - Present
Mile High United Way 2006 - Present
Skills
Wealth Management, Investment Management, Retirement Planning, Investments, Wealth Management..., Portfolio Management, Strategic Financial..., Financial Services, Finance, Financial Planning, Private Equity, Investment Advisory, Holistic Financial..., Comprehensive Wealth..., College Planning, Asset Management, Capital Markets, Money Management, Retirement Savings, Fixed Income, Alternative Investments, Financial Goals, Multi-generational..., Wealth Accumulation..., Saving for Education, Wealth Preservation..., Registered Investment..., ETFs, Equity Derivatives, Tactical Asset..., Equities
Education
University of Colorado at Boulder 1990 — 1994
BA
Loveland High School 1988 — 1990
College for Financial Planning
Designation, CERTIFIED FINANCIAL PLANNER™
Ryan Christy, CFA Ryan Christy, CFA's Denver Investments Experience October 2012 - July 2015
Job Associate Arrowpoint Partners
Industry Financial Services
Experience
Arrowpoint Partners August 2015 - Present
Denver Investments October 2012 - July 2015
Anschutz Investment Company November 2009 - October 2012
Young Life September 2008 - October 2009
Markit May 2007 - September 2008
Skills
Bloomberg, Portfolio Management, Fixed Income, Valuation, Investments, Financial Modeling, Financial Analysis, Asset Management, Equities, Hedge Funds, Mutual Funds, Trading, Risk Management, Asset Allocation
Education
Texas State University-San Marcos 2005 — 2007
BBA, Finance
Western State College 2003 — 2005
Arrowpoint Partners August 2015 - Present
Denver Investments October 2012 - July 2015
Anschutz Investment Company November 2009 - October 2012
Young Life September 2008 - October 2009
Markit May 2007 - September 2008
Skills
Bloomberg, Portfolio Management, Fixed Income, Valuation, Investments, Financial Modeling, Financial Analysis, Asset Management, Equities, Hedge Funds, Mutual Funds, Trading, Risk Management, Asset Allocation
Education
Texas State University-San Marcos 2005 — 2007
BBA, Finance
Western State College 2003 — 2005
Dan Starke Dan Starke's Denver Investments Experience August 2007 - Present
Job Research Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments August 2007 - Present
Denver Investments January 2001 - August 2007
Education
Colorado State University 1994 — 1998
BS, Accounting and Finance
University of Colorado at Denver 2004 — 2006
Master of Business Administration (MBA)
Denver Investments August 2007 - Present
Denver Investments January 2001 - August 2007
Education
Colorado State University 1994 — 1998
BS, Accounting and Finance
University of Colorado at Denver 2004 — 2006
Master of Business Administration (MBA)
Darren Hewitson, CFA Darren Hewitson, CFA's Denver Investments Experience July 2008 - Present
Job VP, Analyst at Denver Investments / Westcore Funds
Industry Investment Management
Experience
Denver Investments July 2008 - Present
Skills
Bloomberg, Portfolio Management, Valuation, Financial Modeling, Investment Management, Investments, Equities, Asset Management, Credit Analysis, Alternative Investments, Fixed Income, Capital Markets, Investment Strategies, Mutual Funds, Financial Analysis, Securities, Investment Advisory
Education
The University of Glasgow
BAcc, Accountancy w/International Accounting
The University of Queensland 2005 — 2006
BAcc - Year Abroad, Accountancy
Denver Investments July 2008 - Present
Skills
Bloomberg, Portfolio Management, Valuation, Financial Modeling, Investment Management, Investments, Equities, Asset Management, Credit Analysis, Alternative Investments, Fixed Income, Capital Markets, Investment Strategies, Mutual Funds, Financial Analysis, Securities, Investment Advisory
Education
The University of Glasgow
BAcc, Accountancy w/International Accounting
The University of Queensland 2005 — 2006
BAcc - Year Abroad, Accountancy
Natalie Corrado Natalie Corrado's Denver Investments Experience June 2011 - September 2012
Job Investment Management Research Consultant at Mercer Investments
Industry Investment Management
Experience
Mercer - Investments July 2013 - Present
UBS Global Asset Management September 2012 - June 2013
Denver Investments June 2011 - September 2012
Allonhill July 2010 - June 2011
Allonhill January 2010 - July 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Colorado College 2005 — 2009
BA, Economics
Universiteit Maastricht 2008 — 2008
International Business & Culture
Mercer - Investments July 2013 - Present
UBS Global Asset Management September 2012 - June 2013
Denver Investments June 2011 - September 2012
Allonhill July 2010 - June 2011
Allonhill January 2010 - July 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Colorado College 2005 — 2009
BA, Economics
Universiteit Maastricht 2008 — 2008
International Business & Culture
Alishia Sprague Alishia Sprague's Denver Investments Experience February 2014 - Present
Job Accounts payable/ HR assistant
Industry Accounting
Experience
Denver Investments February 2014 - Present
Christian Living Communities / Clermont Park May 2013 - February 2014
Christian Living Communities August 2011 - May 2013
ALPS, A DST Company August 2010 - August 2011
ALPS, A DST Company September 2007 - August 2010
Terracon September 2005 - September 2007
Skills
General Ledger, Accounting, Accounts Payable, Data Entry, Microsoft Applications, Microsoft Office, Microsoft Excel, Mas 90, ACOM, Optimization Software, Accounts Receivable, Management, Customer Service, MAS 200, Fundraising, Social Media Marketing, Social Networking, Web Marketing, Auditing, Team Building, Leadership, Sales, Strategic Planning
Education
Red Rocks Community College 2007 — 2008
Alameda High School 2000 — 2004
High school diploma, General Studies
Denver Investments February 2014 - Present
Christian Living Communities / Clermont Park May 2013 - February 2014
Christian Living Communities August 2011 - May 2013
ALPS, A DST Company August 2010 - August 2011
ALPS, A DST Company September 2007 - August 2010
Terracon September 2005 - September 2007
Skills
General Ledger, Accounting, Accounts Payable, Data Entry, Microsoft Applications, Microsoft Office, Microsoft Excel, Mas 90, ACOM, Optimization Software, Accounts Receivable, Management, Customer Service, MAS 200, Fundraising, Social Media Marketing, Social Networking, Web Marketing, Auditing, Team Building, Leadership, Sales, Strategic Planning
Education
Red Rocks Community College 2007 — 2008
Alameda High School 2000 — 2004
High school diploma, General Studies
Tim Rich, CFA Tim Rich, CFA's Denver Investments Experience May 2014 - Present
Job Portfolio Manager at Denver Investments
Industry Investment Management
Experience
Denver Investments May 2014 - Present
Ensemble Capital Management November 2011 - December 2013
Golub Group March 2005 - November 2011
Thomson Financial May 1998 - March 2002
LECG January 1998 - May 1998
CTIA May 1996 - December 1997
CTIA September 1994 - May 1996
Skills
Investment Management, Portfolio Management, Valuation, Equities, Security Analysis, Capital Markets, Business Development, Trading, Asset Allocation, Fixed Income, Mutual Funds
Education
UCLA-Anderson 2002 — 2004
MBA, Finance, Investment Management
Duke University 1990 — 1994
AB, Public Policy, History
Denver Investments May 2014 - Present
Ensemble Capital Management November 2011 - December 2013
Golub Group March 2005 - November 2011
Thomson Financial May 1998 - March 2002
LECG January 1998 - May 1998
CTIA May 1996 - December 1997
CTIA September 1994 - May 1996
Skills
Investment Management, Portfolio Management, Valuation, Equities, Security Analysis, Capital Markets, Business Development, Trading, Asset Allocation, Fixed Income, Mutual Funds
Education
UCLA-Anderson 2002 — 2004
MBA, Finance, Investment Management
Duke University 1990 — 1994
AB, Public Policy, History
Rob St. John Rob St. John's Denver Investments Experience June 2013 - September 2013
Job Acquisitions Analyst at UDR
Industry Financial Services
Experience
UDR June 2014 - Present
Resource Land Holdings, LLC March 2014 - June 2014
Denver Investments June 2013 - September 2013
The Hamilton Group at Cherry Creek Mortgage April 2013 - June 2013
Kappa Sigma Fraternity March 2011 - March 2013
University of Denver September 2010 - March 2013
Dick's Sporting Goods June 2012 - September 2012
BJC HealthCare June 2011 - August 2011
Skills
Microsoft Office..., Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Social Media, Event Planning, Teaching, Data Analysis, Marketing Communications, Team Leadership, Marketing Strategy, Spanish, Market Research, Time Management, Leadership, Marketing, Social Networking, Bloomberg, Sales, Budgets
Education
University of Denver 2010 — 2014
Financial Services
Universidad Pablo de Olavide 2012 — 2012
DeSmet Jesuit High School 2006 — 2010
UDR June 2014 - Present
Resource Land Holdings, LLC March 2014 - June 2014
Denver Investments June 2013 - September 2013
The Hamilton Group at Cherry Creek Mortgage April 2013 - June 2013
Kappa Sigma Fraternity March 2011 - March 2013
University of Denver September 2010 - March 2013
Dick's Sporting Goods June 2012 - September 2012
BJC HealthCare June 2011 - August 2011
Skills
Microsoft Office..., Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Social Media, Event Planning, Teaching, Data Analysis, Marketing Communications, Team Leadership, Marketing Strategy, Spanish, Market Research, Time Management, Leadership, Marketing, Social Networking, Bloomberg, Sales, Budgets
Education
University of Denver 2010 — 2014
Financial Services
Universidad Pablo de Olavide 2012 — 2012
DeSmet Jesuit High School 2006 — 2010
Amanda M Campbell Amanda M Campbell's Denver Investments Experience January 1998 - September 2001
Job Project Coordinator
Industry Executive Office
Experience
LEE Branding February 2015 - Present
SEH October 2009 - February 2015
D'Amico Catering November 2001 - March 2009
Andersen Corporation March 2008 - January 2009
G&K Services March 2006 - March 2007
CSM Corporation August 2002 - August 2003
Denver Investments January 1998 - September 2001
Merit Printing LLC June 1993 - January 1998
City of Lakes AmeriCorps 1994 - 1996
Skills
Microsoft Office, PowerPoint, Customer Service, Fundraising, Microsoft Excel, Lotus Notes, Editing, Data Entry, MicroSoft Office Guru, Photoshop, Administration, Writing, MS Office Suite, Adobe Software, Customer Relations, Scheduling, Access, Adobe Creative Suite, Layout, Administrative Support, Payroll, Project Planning, Office Management, Project Management, Event Management, InDesign, Project Coordination, Project Estimation, Project Delivery, Presentations, Presentation Development, Client Co-ordination, Team Co-ordination, Keynote, OneNote, Asana, Harvest
Education
St. Catherine University 2012 — 2017
BA, English
Minneapolis Community and Technical College 1995 — 1997
Associates
Benilde-St.Margaret's 1989 — 1991
High School Diploma
LEE Branding February 2015 - Present
SEH October 2009 - February 2015
D'Amico Catering November 2001 - March 2009
Andersen Corporation March 2008 - January 2009
G&K Services March 2006 - March 2007
CSM Corporation August 2002 - August 2003
Denver Investments January 1998 - September 2001
Merit Printing LLC June 1993 - January 1998
City of Lakes AmeriCorps 1994 - 1996
Skills
Microsoft Office, PowerPoint, Customer Service, Fundraising, Microsoft Excel, Lotus Notes, Editing, Data Entry, MicroSoft Office Guru, Photoshop, Administration, Writing, MS Office Suite, Adobe Software, Customer Relations, Scheduling, Access, Adobe Creative Suite, Layout, Administrative Support, Payroll, Project Planning, Office Management, Project Management, Event Management, InDesign, Project Coordination, Project Estimation, Project Delivery, Presentations, Presentation Development, Client Co-ordination, Team Co-ordination, Keynote, OneNote, Asana, Harvest
Education
St. Catherine University 2012 — 2017
BA, English
Minneapolis Community and Technical College 1995 — 1997
Associates
Benilde-St.Margaret's 1989 — 1991
High School Diploma
Mitch Begun, CFA Mitch Begun, CFA's Denver Investments Experience October 2012 - Present
Job Director of Small & Mid Growth Research, Lead Portfolio Manager at Denver Investments
Industry Investment Management
Experience
Denver Investments October 2012 - Present
Denver Investments February 2003 - Present
Raymond James 2000 - 2002
Education
UNC Chapel Hill 1996 — 2000
Bachelor of Science (BS), Business Administration/Finance, With Honors
Denver Investments October 2012 - Present
Denver Investments February 2003 - Present
Raymond James 2000 - 2002
Education
UNC Chapel Hill 1996 — 2000
Bachelor of Science (BS), Business Administration/Finance, With Honors
Jessica Kardos Jessica Kardos's Denver Investments Experience March 2008 - October 2010
Job Trader/Operations Manager at Gavekal Capital, LLC
Industry Investment Management
Experience
Gavekal Capital, LLC October 2010 - Present
Denver Investments March 2008 - October 2010
Oak Associates, ltd. February 1998 - October 2007
Skills
Equities, Trading, Financial Services, Investment Management, Asset Management, Mutual Funds, Trading Systems, Options, Marketing, Securities, Investments, Management, Leadership, Client Services, Operations, Proofreading, Trade Order Management...
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2005
MBA, International Business and Organizational Behavior
University of Phoenix 2000 — 2002
BSB, Business Management
Gavekal Capital, LLC October 2010 - Present
Denver Investments March 2008 - October 2010
Oak Associates, ltd. February 1998 - October 2007
Skills
Equities, Trading, Financial Services, Investment Management, Asset Management, Mutual Funds, Trading Systems, Options, Marketing, Securities, Investments, Management, Leadership, Client Services, Operations, Proofreading, Trade Order Management...
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2005
MBA, International Business and Organizational Behavior
University of Phoenix 2000 — 2002
BSB, Business Management
Amy Mosser Romero Amy Mosser Romero's Denver Investments Experience November 2012 - August 2013
Job Client Relationship Manager at Candid Culture, Inc.
Industry Professional Training & Coaching
Experience
Candid Culture, Inc. April 2015 - Present
Great-West Financial August 2013 - March 2015
Denver Investments November 2012 - August 2013
OFI Institutional Asset Management (subsidiary of OppenheimerFunds) October 2006 - April 2012
OppenheimerFunds May 1997 - October 2006
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Institutional, Retirement, 401k, Investment Advisory, Investment Strategies, Relationship Management, Business Development, Project Management, Sales, Marketing, Equities, Investments, Fixed Income, Portfolio Management, Strategic Financial..., Asset Allocation, Wealth Management, Investment Management, Asset Management, Due Diligence, Hedge Funds, Securities, Retirement Planning, Client Services
Education
University of Northern Colorado 1992 — 1995
BA, Biology
Midland Lutheran College 1990 — 1992
Biology, General
Candid Culture, Inc. April 2015 - Present
Great-West Financial August 2013 - March 2015
Denver Investments November 2012 - August 2013
OFI Institutional Asset Management (subsidiary of OppenheimerFunds) October 2006 - April 2012
OppenheimerFunds May 1997 - October 2006
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Institutional, Retirement, 401k, Investment Advisory, Investment Strategies, Relationship Management, Business Development, Project Management, Sales, Marketing, Equities, Investments, Fixed Income, Portfolio Management, Strategic Financial..., Asset Allocation, Wealth Management, Investment Management, Asset Management, Due Diligence, Hedge Funds, Securities, Retirement Planning, Client Services
Education
University of Northern Colorado 1992 — 1995
BA, Biology
Midland Lutheran College 1990 — 1992
Biology, General
Doris Walker Doris Walker's Denver Investments Experience
Job Human Resources Manager at Denver Investments
Industry Investment Management
Experience
Denver Investments
Skills
Employee Engagement, Payroll, Benefits Administration, Talent Management, Succession Planning, Employee Relations, Human Resources, HRIS, Applicant Tracking..., Talent Acquisition, PeopleSoft, Recruiting
Education
Colorado State University 1974 — 1978
BSBA, Management
Denver Investments
Skills
Employee Engagement, Payroll, Benefits Administration, Talent Management, Succession Planning, Employee Relations, Human Resources, HRIS, Applicant Tracking..., Talent Acquisition, PeopleSoft, Recruiting
Education
Colorado State University 1974 — 1978
BSBA, Management
John Zimmerman, CFA John Zimmerman, CFA's Denver Investments Experience June 2013 - Present
Job President at Denver Investments
Industry Investment Management
Experience
Denver Investments June 2013 - Present
Northern Lights Capital Group August 2007 - March 2013
Janus Capital Group June 2004 - August 2007
Bank of America Capital Management October 1998 - June 2004
Conning Asset Management March 1997 - October 1998
Bank of America Capital Management (Boatmen's Trust Company) July 1987 - March 1997
Boeing Corporation (McDonnell Douglas) June 1985 - July 1987
Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Mergers, Wealth Management, Fixed Income, Mergers & Acquisitions, Strategy, Venture Capital, Asset Allocation, Equities, Capital Markets, Equity Research, Asset Managment, Investment Advisory, Due Diligence, Wealth Management..., Financial Modeling, Valuation, Management, Private Equity, Investment Strategies, Investment Management, Finance, Mutual Funds, Hedge Funds, Alternative Investments, Corporate Finance, Securities, Series 7, Series 63, Investor Relations, Financial Services, FINRA, Bloomberg, Equity Valuation, Investment Banking, ETFs, Bonds, Private Placements, Financial Markets, Institutional..., Financial Advisory, Series 24, Trading, Emerging Markets, Fund Of Funds, Separately Managed..., Equity Trading
Education
Saint Louis University 1985 — 1987
MBA, Business
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Business
Denver Investments June 2013 - Present
Northern Lights Capital Group August 2007 - March 2013
Janus Capital Group June 2004 - August 2007
Bank of America Capital Management October 1998 - June 2004
Conning Asset Management March 1997 - October 1998
Bank of America Capital Management (Boatmen's Trust Company) July 1987 - March 1997
Boeing Corporation (McDonnell Douglas) June 1985 - July 1987
Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Mergers, Wealth Management, Fixed Income, Mergers & Acquisitions, Strategy, Venture Capital, Asset Allocation, Equities, Capital Markets, Equity Research, Asset Managment, Investment Advisory, Due Diligence, Wealth Management..., Financial Modeling, Valuation, Management, Private Equity, Investment Strategies, Investment Management, Finance, Mutual Funds, Hedge Funds, Alternative Investments, Corporate Finance, Securities, Series 7, Series 63, Investor Relations, Financial Services, FINRA, Bloomberg, Equity Valuation, Investment Banking, ETFs, Bonds, Private Placements, Financial Markets, Institutional..., Financial Advisory, Series 24, Trading, Emerging Markets, Fund Of Funds, Separately Managed..., Equity Trading
Education
Saint Louis University 1985 — 1987
MBA, Business
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Business
Troy Dayton, CFA Troy Dayton, CFA's Denver Investments Experience May 2002 - Present
Job CoDirector of Value Research / Portfolio Manager / Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments May 2002 - Present
Jurika & Voyles July 2001 - May 2002
Dresdner RCM Global Investors November 1998 - July 2001
Jurika & Voyles July 1996 - November 1998
Citibank 1996 - 1996
Skills
Investment Management, Equity Research, Investments, Portfolio Management, Equities, Equity Valuation, Financial Modeling, Valuation, Investment Strategies, Capital Markets, Mutual Funds, Asset Management, Financial Analysis, Client Services, Product Marketing, Marketing
Education
Colorado State University 1992 — 1995
Bachelor's Degree, Finance
Denver Investments May 2002 - Present
Jurika & Voyles July 2001 - May 2002
Dresdner RCM Global Investors November 1998 - July 2001
Jurika & Voyles July 1996 - November 1998
Citibank 1996 - 1996
Skills
Investment Management, Equity Research, Investments, Portfolio Management, Equities, Equity Valuation, Financial Modeling, Valuation, Investment Strategies, Capital Markets, Mutual Funds, Asset Management, Financial Analysis, Client Services, Product Marketing, Marketing
Education
Colorado State University 1992 — 1995
Bachelor's Degree, Finance
Thomas Codevilla Thomas Codevilla's Denver Investments Experience May 2008 - June 2010
Job Associate at Holland & Hart LLP
Industry Law Practice
Experience
Holland & Hart LLP September 2013 - Present
Point B Capital March 2013 - September 2013
Chipotle Inc. October 2012 - June 2013
CU Entrepreneurial Law Clinic August 2012 - April 2013
Deming Center Venture Fund January 2012 - April 2013
Wordsmith Legal April 2012 - February 2013
United States Bankruptcy Court September 2012 - December 2012
News Corporation May 2012 - August 2012
Johnson & Repucci, LLC May 2011 - December 2011
Denver Investments May 2008 - June 2010
Skills
Legal Research, Corporate Law, Financial Analysis, Entrepreneurial..., Portfolio Management, Equity Research, Equity Valuation, Equity Capital Markets, Bonds, Fixed Income Analysis, Entrepreneurial Finance, International Law, Venture Development, Rugby, Stockbroking, Market Research, Transactional Drafting, Employment Law
Education
University of Colorado School of Law 2010 — 2013
JD, Business/Entrepreneurial Law
University of Virginia 2003 — 2007
BS with Distinction, History
Holland & Hart LLP September 2013 - Present
Point B Capital March 2013 - September 2013
Chipotle Inc. October 2012 - June 2013
CU Entrepreneurial Law Clinic August 2012 - April 2013
Deming Center Venture Fund January 2012 - April 2013
Wordsmith Legal April 2012 - February 2013
United States Bankruptcy Court September 2012 - December 2012
News Corporation May 2012 - August 2012
Johnson & Repucci, LLC May 2011 - December 2011
Denver Investments May 2008 - June 2010
Skills
Legal Research, Corporate Law, Financial Analysis, Entrepreneurial..., Portfolio Management, Equity Research, Equity Valuation, Equity Capital Markets, Bonds, Fixed Income Analysis, Entrepreneurial Finance, International Law, Venture Development, Rugby, Stockbroking, Market Research, Transactional Drafting, Employment Law
Education
University of Colorado School of Law 2010 — 2013
JD, Business/Entrepreneurial Law
University of Virginia 2003 — 2007
BS with Distinction, History
John Fenley, CFA John Fenley, CFA's Denver Investments Experience September 2000 - Present
Job Denver Investments, Managing Partner, Director of International Research & Portfolio Manager
Industry Investment Management
Experience
Westcore Funds 2003 - Present
Denver Investments September 2000 - Present
Hansberger Global Investors September 1997 - October 2000
SunTrust Bank August 1995 - August 1997
Fifth Third Bank June 1990 - August 1995
Skills
Portfolio Management, Mutual Funds, Equity Research, Management, Equities, Asset Management, Investments, Investment Strategies, Investment Management, Financial Modeling, Valuation, Financial Markets, Equity Valuation, Capital Markets, Bloomberg
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA
Vanderbilt University 1986 — 1990
BA, Economics
Waggener High School 1982 — 1986
Westcore Funds 2003 - Present
Denver Investments September 2000 - Present
Hansberger Global Investors September 1997 - October 2000
SunTrust Bank August 1995 - August 1997
Fifth Third Bank June 1990 - August 1995
Skills
Portfolio Management, Mutual Funds, Equity Research, Management, Equities, Asset Management, Investments, Investment Strategies, Investment Management, Financial Modeling, Valuation, Financial Markets, Equity Valuation, Capital Markets, Bloomberg
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA
Vanderbilt University 1986 — 1990
BA, Economics
Waggener High School 1982 — 1986
Dennis Obduskey Dennis Obduskey's Denver Investments Experience May 1984 - April 2015
Job Department Manager at Denver Investments
Industry Investment Management
Experience
Denver Investments May 1984 - April 2015
Sentinel Newspapers 1978 - 1982
Education
University of Colorado Denver 1984 — 1987
M.B.A., Business & Transportation Management
University of Colorado Boulder 1973 — 1977
1977, Journalism
Denver Investments May 1984 - April 2015
Sentinel Newspapers 1978 - 1982
Education
University of Colorado Denver 1984 — 1987
M.B.A., Business & Transportation Management
University of Colorado Boulder 1973 — 1977
1977, Journalism
Steven Kindred, CFA, CPA's Denver Investments Experience December 2011 - Present
Job
Industry Financial Services
Experience
Denver Investments December 2011 - Present
Denver Investments 2009 - Present
Janus Capital Group 2008 - 2009
Wasatch Advisors June 2007 - August 2007
Deloitte & Touche LLP 2003 - 2006
Skills
Fixed Income, Finance, Investments, Corporate Finance, Financial Modeling, Valuation, Equity Research, Equities, Chartered Financial..., Hedge Funds, Asset Management, Bloomberg, Portfolio Management, Mutual Funds, Equity Valuation, Capital Markets, Financial Analysis, Internal Controls, Investment Management, Asset Allocation, Investment Strategies, Securities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Utah State University 1999 — 2003
Master of Accountancy, Accounting
Denver Investments December 2011 - Present
Denver Investments 2009 - Present
Janus Capital Group 2008 - 2009
Wasatch Advisors June 2007 - August 2007
Deloitte & Touche LLP 2003 - 2006
Skills
Fixed Income, Finance, Investments, Corporate Finance, Financial Modeling, Valuation, Equity Research, Equities, Chartered Financial..., Hedge Funds, Asset Management, Bloomberg, Portfolio Management, Mutual Funds, Equity Valuation, Capital Markets, Financial Analysis, Internal Controls, Investment Management, Asset Allocation, Investment Strategies, Securities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Utah State University 1999 — 2003
Master of Accountancy, Accounting
F. Wiley Reed's Denver Investments Experience October 2012 - Present
Job Lead Portfolio Manager / Senior Equity Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments October 2012 - Present
Denver Investments January 2000 - Present
Denver Investments September 1998 - September 2012
Denver Investments July 1996 - September 1998
Jefferson Pilot Financial December 1991 - June 1993
Skills
Equity Research, Portfolio Management, Financial Modeling, Industry Analysis, Valuation, Technical Analysis, Competitive Analysis, Investments, Financial Analysis, Alternative Investments, Investment Management, Hedge Funds, Series 7, Mutual Funds, Investment Banking, Equities, Fixed Income, Due Diligence, Equity Valuation, Asset Allocation
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA (MBA), Investments and Securities
Wake Forest University 1987 — 1991
BS, Business
Denver Investments October 2012 - Present
Denver Investments January 2000 - Present
Denver Investments September 1998 - September 2012
Denver Investments July 1996 - September 1998
Jefferson Pilot Financial December 1991 - June 1993
Skills
Equity Research, Portfolio Management, Financial Modeling, Industry Analysis, Valuation, Technical Analysis, Competitive Analysis, Investments, Financial Analysis, Alternative Investments, Investment Management, Hedge Funds, Series 7, Mutual Funds, Investment Banking, Equities, Fixed Income, Due Diligence, Equity Valuation, Asset Allocation
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA (MBA), Investments and Securities
Wake Forest University 1987 — 1991
BS, Business
Matt Fouts's Denver Investments Experience December 2013 - Present
Job Portfolio Accountant at Denver Investments
Industry Financial Services
Experience
Denver Investments December 2013 - Present
Lee Munder Capital Group November 2008 - December 2013
JPMorgan Hedge Fund Services June 2006 - November 2008
Deloitte & Touche June 2001 - June 2006
Union Invest Capital, Ostrava Czech Republic September 2000 - December 2000
AIESEC 1998 - 2000
Skills
Bloomberg, Marketing, Mutual Funds, Equities, Asset Management, Hedge Funds, Investments, Securities, Valuation, Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BS, Finance
Denver Investments December 2013 - Present
Lee Munder Capital Group November 2008 - December 2013
JPMorgan Hedge Fund Services June 2006 - November 2008
Deloitte & Touche June 2001 - June 2006
Union Invest Capital, Ostrava Czech Republic September 2000 - December 2000
AIESEC 1998 - 2000
Skills
Bloomberg, Marketing, Mutual Funds, Equities, Asset Management, Hedge Funds, Investments, Securities, Valuation, Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BS, Finance
Tim Muffley's Denver Investments Experience December 2011 - July 2013
Job Managing DirectorInstitutional Distribution at Cushing Asset Management
Industry Investment Management
Experience
Cushing Asset Management December 2014 - Present
Hillcrest Asset Management, LLC July 2013 - November 2014
Denver Investments December 2011 - July 2013
OFI Institutional Asset Management May 1984 - July 2010
Trinity Investment Management 1984 - 2010
Skills
Sales, Asset Allocation, Investment Management, Investment Strategies, Mutual Funds, Management, Equities, Asset Management, Institutional Sales, Asset Managment, Investments
Education
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Cushing Asset Management December 2014 - Present
Hillcrest Asset Management, LLC July 2013 - November 2014
Denver Investments December 2011 - July 2013
OFI Institutional Asset Management May 1984 - July 2010
Trinity Investment Management 1984 - 2010
Skills
Sales, Asset Allocation, Investment Management, Investment Strategies, Mutual Funds, Management, Equities, Asset Management, Institutional Sales, Asset Managment, Investments
Education
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Alex Ruehle, CFA's Denver Investments Experience July 2008 - Present
Job
Industry Investment Management
Experience
Denver Investments July 2008 - Present
Divers Alert Network June 2007 - September 2007
First Western Trust Bank November 2006 - June 2007
Education
University of Denver - Daniels College of Business 2006 — 2008
M.B.A.
University of Denver 2003 — 2008
B.S.
Denver Investments July 2008 - Present
Divers Alert Network June 2007 - September 2007
First Western Trust Bank November 2006 - June 2007
Education
University of Denver - Daniels College of Business 2006 — 2008
M.B.A.
University of Denver 2003 — 2008
B.S.
William Oh, CFA's Denver Investments Experience January 2012 - Present
Job MBS Analyst at Denver Investments
Industry Financial Services
Experience
Denver Investments January 2012 - Present
Nationwide Insurance August 2010 - January 2012
AEGON N.V. June 2009 - January 2010
Indymac Bank May 2004 - May 2008
Education
University of Chicago 2008 — 2010
MBA, Accounting & Analytical Finance
Claremont McKenna College 1996 — 2000
BA, Economics, Philosophy
Denver Investments January 2012 - Present
Nationwide Insurance August 2010 - January 2012
AEGON N.V. June 2009 - January 2010
Indymac Bank May 2004 - May 2008
Education
University of Chicago 2008 — 2010
MBA, Accounting & Analytical Finance
Claremont McKenna College 1996 — 2000
BA, Economics, Philosophy
Drew Conrad, CFA's Denver Investments Experience July 2010 - Present
Job VP Fixed Income Trader, Denver Investments
Industry Financial Services
Experience
Denver Investments July 2010 - Present
SCM Advisors LLC January 2008 - December 2008
SCM Advisors LLC January 2006 - December 2008
AIG Global Investment Group January 2003 - December 2005
AIG Global Investment Group January 2001 - January 2003
Skills
Fixed Income, Portfolio Management, Equities, Asset Allocation, Securities, Financial Services, Investments, Financial Modeling, Trading, Bonds, Mutual Funds, Asset Management, Valuation, Finance, Capital Markets
Education
Rice University 1996 — 2000
BA, Economics & Managerial Studies
Denver Investments July 2010 - Present
SCM Advisors LLC January 2008 - December 2008
SCM Advisors LLC January 2006 - December 2008
AIG Global Investment Group January 2003 - December 2005
AIG Global Investment Group January 2001 - January 2003
Skills
Fixed Income, Portfolio Management, Equities, Asset Allocation, Securities, Financial Services, Investments, Financial Modeling, Trading, Bonds, Mutual Funds, Asset Management, Valuation, Finance, Capital Markets
Education
Rice University 1996 — 2000
BA, Economics & Managerial Studies
Nicole Foote's Denver Investments Experience April 2015 - Present
Job Fixed Income, Denver Investments
Industry Financial Services
Experience
Denver Investments April 2015 - Present
Shenkman Capital Management September 2009 - September 2014
GE July 2008 - September 2009
Evaluation Associates March 2008 - July 2008
Clayton Holdings August 2004 - March 2008
Skills
Asset Managment, Financial Analysis, Investments, Fixed Income, Data Analysis, Asset Management, Wealth Management, Strategic Planning, Relationship Management, Mortgage Lending, Asset Allocation, Analysis, Bonds, Financial Reporting, Investment Strategies, Credit Risk, Microsoft Excel, Investment Management, Financial Services, Capital Markets, Corporate Finance, Mutual Funds, Finance, Financial Risk, Financial Modeling
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance
Colorado State University 1999 — 2004
B.S., Marketing and Management
Denver Investments April 2015 - Present
Shenkman Capital Management September 2009 - September 2014
GE July 2008 - September 2009
Evaluation Associates March 2008 - July 2008
Clayton Holdings August 2004 - March 2008
Skills
Asset Managment, Financial Analysis, Investments, Fixed Income, Data Analysis, Asset Management, Wealth Management, Strategic Planning, Relationship Management, Mortgage Lending, Asset Allocation, Analysis, Bonds, Financial Reporting, Investment Strategies, Credit Risk, Microsoft Excel, Investment Management, Financial Services, Capital Markets, Corporate Finance, Mutual Funds, Finance, Financial Risk, Financial Modeling
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance
Colorado State University 1999 — 2004
B.S., Marketing and Management
Nicholas Foley's Denver Investments Experience October 2012 - Present
Job Vice President; Trader / Analyst
Industry Investment Management
Experience
Denver Investments October 2012 - Present
Bank of the West May 2010 - October 2012
Janus Capital Group October 2009 - May 2010
Washington Mutual July 2007 - January 2009
Skills
Financial Modeling, Finance, Risk Management
Education
Gonzaga University 2003 — 2007
BA, Hogan Honors Business Program, Finance, Minor in Philosophy
Denver Investments October 2012 - Present
Bank of the West May 2010 - October 2012
Janus Capital Group October 2009 - May 2010
Washington Mutual July 2007 - January 2009
Skills
Financial Modeling, Finance, Risk Management
Education
Gonzaga University 2003 — 2007
BA, Hogan Honors Business Program, Finance, Minor in Philosophy
Judy Davies Gregory's Denver Investments Experience August 2012 - Present
Job Wealth Management Portfolio Administrator at Denver Investments
Industry Financial Services
Experience
Denver Investments August 2012 - Present
Litman/Gregory September 2009 - July 2012
Great Lakes Advisors November 2005 - December 2008
Skills
Bloomberg, Portfolio Management, Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income
Education
University of Colorado Boulder 2001 — 2005
Business
Denver Investments August 2012 - Present
Litman/Gregory September 2009 - July 2012
Great Lakes Advisors November 2005 - December 2008
Skills
Bloomberg, Portfolio Management, Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income
Education
University of Colorado Boulder 2001 — 2005
Business
Derek Anguilm, CFA's Denver Investments Experience May 2000 - Present
Job Partner / Analyst / Portfolio Manager at Denver Investments
Industry Investment Management
Experience
Denver Investments May 2000 - Present
Metropolitan State College of Denver September 2005 - September 2011
Everen Securities 1998 - 1999
Skills
Equity Valuation, Contract Negotiation, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Modeling, Equities, Valuation, Financial Analysis, Investment Management, Investment Strategies, Mutual Funds, Capital Markets, Bloomberg, Investment Advisory, Financial Statement..., Asset Management
Education
Metropolitan State University of Denver
MS, Finance
Denver Investments May 2000 - Present
Metropolitan State College of Denver September 2005 - September 2011
Everen Securities 1998 - 1999
Skills
Equity Valuation, Contract Negotiation, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Modeling, Equities, Valuation, Financial Analysis, Investment Management, Investment Strategies, Mutual Funds, Capital Markets, Bloomberg, Investment Advisory, Financial Statement..., Asset Management
Education
Metropolitan State University of Denver
MS, Finance
Heather Yago's Denver Investments Experience August 2000 - Present
Job Developer at Denver Investments
Industry Financial Services
Experience
Denver Investments August 2000 - Present
Denver Investments April 1998 - August 2000
Hughes Aircraft Company December 1991 - May 1996
Skills
CRM, Equities, Project Management
Education
University of Colorado Boulder 1987 — 1991
BS, Aerospace Engineering
Denver Investments August 2000 - Present
Denver Investments April 1998 - August 2000
Hughes Aircraft Company December 1991 - May 1996
Skills
CRM, Equities, Project Management
Education
University of Colorado Boulder 1987 — 1991
BS, Aerospace Engineering
Frances Brodigan's Denver Investments Experience October 1999 - Present
Job Lead Developer, VP at Denver Investments
Industry Financial Services
Experience
Denver Investments October 1999 - Present
IDS - Insight Design Solutions June 1991 - October 1999
Lockheed Martin February 1988 - February 1991
Skills
Microsoft SQL Server, Equities, Aerospace, CAD, Asset Management, Valuation, Financial Modeling, Investments, Bloomberg, Analysis, Engineering
Education
University of Florida 1982 — 1987
BS ASE, Engineering, Aerospace
Denver Investments October 1999 - Present
IDS - Insight Design Solutions June 1991 - October 1999
Lockheed Martin February 1988 - February 1991
Skills
Microsoft SQL Server, Equities, Aerospace, CAD, Asset Management, Valuation, Financial Modeling, Investments, Bloomberg, Analysis, Engineering
Education
University of Florida 1982 — 1987
BS ASE, Engineering, Aerospace
Craig Juran's Denver Investments Experience October 2004 - Present
Job Director of LargeCap Growth Research, Partner, Portfolio Manager at Denver Investment Advisors
Industry Investment Management
Experience
Denver Investments October 2004 - Present
Invesco Ltd. January 1997 - September 2004
Invesco Ltd./AIM Funds 1997 - 2004
INVESCO Funds Group, Inc. 1997 - 2004
Education
Colorado State University 1987 — 1994
MA, Economics
Denver Investments October 2004 - Present
Invesco Ltd. January 1997 - September 2004
Invesco Ltd./AIM Funds 1997 - 2004
INVESCO Funds Group, Inc. 1997 - 2004
Education
Colorado State University 1987 — 1994
MA, Economics
Robert Steiner's Denver Investments Experience January 2014 - Present
Job Research Analyst / Vice President at Denver Investments
Industry Investment Management
Experience
Denver Investments January 2014 - Present
BMO Capital Markets July 2012 - December 2013
BMO Capital Markets 2011 - 2011
Transamerica 2008 - 2010
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Strategy
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Jesuit High School - New Orleans 1999 — 2004
Denver Investments January 2014 - Present
BMO Capital Markets July 2012 - December 2013
BMO Capital Markets 2011 - 2011
Transamerica 2008 - 2010
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Strategy
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Jesuit High School - New Orleans 1999 — 2004
Karen Mathis's Denver Investments Experience February 2008 - Present
Job Marketing Professional with Denver Investments
Industry Investment Management
Experience
Denver Investments February 2008 - Present
Janus Capital Group March 2006 - February 2008
Janus Capital Group November 2004 - March 2006
Janus Capital Group March 2003 - November 2004
Janus Capital Group March 2001 - March 2003
Progress Software December 1999 - December 2000
Progress Software May 1999 - November 1999
Skills
Performance Metrics, Performance Analysis, Quantitative Analytics, Institutional..., Financial Reporting, RFP, Competitive Analysis, Composites, Marketing Communications, Communication Skills, Databases, Product Marketing, GIPS Compliance, Mutual Funds, Highly detail oriented, Organizational..., Asset Managment, Investment Management, Investments, Asset Management
Education
Purdue University Calumet
Denver Investments February 2008 - Present
Janus Capital Group March 2006 - February 2008
Janus Capital Group November 2004 - March 2006
Janus Capital Group March 2003 - November 2004
Janus Capital Group March 2001 - March 2003
Progress Software December 1999 - December 2000
Progress Software May 1999 - November 1999
Skills
Performance Metrics, Performance Analysis, Quantitative Analytics, Institutional..., Financial Reporting, RFP, Competitive Analysis, Composites, Marketing Communications, Communication Skills, Databases, Product Marketing, GIPS Compliance, Mutual Funds, Highly detail oriented, Organizational..., Asset Managment, Investment Management, Investments, Asset Management
Education
Purdue University Calumet
Joelle Fairchild's Denver Investments Experience January 2003 - Present
Job Portfolio Administrator at Denver Investment Advisors
Industry Investment Management
Experience
Denver Investments January 2003 - Present
Merrill Lynch September 1991 - May 2002
Fred Schmidt January 1989 - September 1992
Skills
Customer Relations..., Management
Education
Metropolitan State College of Denver 1986 — 1998
Denver Investments January 2003 - Present
Merrill Lynch September 1991 - May 2002
Fred Schmidt January 1989 - September 1992
Skills
Customer Relations..., Management
Education
Metropolitan State College of Denver 1986 — 1998
Bill Stafford, CFA's Denver Investments Experience 1998 - 2008
Job Managing Director at US Bank
Industry Financial Services
Experience
US Bank 2010 - Present
Denver Investments 1998 - 2008
Genworth Financial 1996 - 1998
Skills
Series 7, Series 63, Series 55, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Bonds, Financial Modeling, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
US Bank 2010 - Present
Denver Investments 1998 - 2008
Genworth Financial 1996 - 1998
Skills
Series 7, Series 63, Series 55, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Bonds, Financial Modeling, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Finance
Monica Jones's Denver Investments Experience May 2012 - December 2014
Job Assistant Vice President at Callan Associates
Industry Financial Services
Experience
Callan Associates April 2015 - Present
Denver Investments May 2012 - December 2014
Aspen Skiing Company May 2009 - May 2012
Citigroup June 2007 - August 2007
Skills
Equities, CFA Level III Candidate, Investments, Microsoft Excel, Portfolio Management, Chartered Financial..., Equity Research, Financial Analysis, Valuation, Social Media, Analysis, Investment Strategies
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
Callan Associates April 2015 - Present
Denver Investments May 2012 - December 2014
Aspen Skiing Company May 2009 - May 2012
Citigroup June 2007 - August 2007
Skills
Equities, CFA Level III Candidate, Investments, Microsoft Excel, Portfolio Management, Chartered Financial..., Equity Research, Financial Analysis, Valuation, Social Media, Analysis, Investment Strategies
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
William Chester, CFA's Denver Investments Experience January 2001 - March 2013
Job Independent Investor
Industry Investment Management
Experience
Denver Investments January 2001 - March 2013
Denver Investments January 2001 - March 2013
Denver Investments January 1992 - December 2000
Denver Investments December 1986 - December 1991
Education
University of Denver 1983 — 1986
Master of Arts (M.A.), Economics
University of Colorado at Boulder 1977 — 1982
Bachelor of Arts (B.A.), Economics, Magna cum Laude
Denver Investments January 2001 - March 2013
Denver Investments January 2001 - March 2013
Denver Investments January 1992 - December 2000
Denver Investments December 1986 - December 1991
Education
University of Denver 1983 — 1986
Master of Arts (M.A.), Economics
University of Colorado at Boulder 1977 — 1982
Bachelor of Arts (B.A.), Economics, Magna cum Laude
Jasper Frontz's Denver Investments Experience June 1997 - Present
Job Vice President Operations, Compliance & Fund Admin at Denver Investments
Industry Investment Management
Experience
Denver Investments June 1997 - Present
ALPS Fund Services, Inc. August 1995 - June 1997
Deloitte August 1991 - July 1995
Skills
Mutual Funds, Asset Management, Investment Management, Portfolio Management, Financial Services
Education
University of Colorado Boulder 1987 — 1991
BS, Accounting
Denver Investments June 1997 - Present
ALPS Fund Services, Inc. August 1995 - June 1997
Deloitte August 1991 - July 1995
Skills
Mutual Funds, Asset Management, Investment Management, Portfolio Management, Financial Services
Education
University of Colorado Boulder 1987 — 1991
BS, Accounting
Jeff Loehr's Denver Investments Experience April 2001 - Present
Job Partner, Portfolio Manager, Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments April 2001 - Present
Education
University of Denver - Daniels College of Business 1999 — 2001
Master of Business Administration (MBA), Finance
University of South Florida 1992 — 1996
Psychology
Denver Investments April 2001 - Present
Education
University of Denver - Daniels College of Business 1999 — 2001
Master of Business Administration (MBA), Finance
University of South Florida 1992 — 1996
Psychology
Christopher Racz's Denver Investments Experience June 2015 - Present
Job Quantitative Analyst at Denver Investments
Industry Financial Services
Experience
Denver Investments June 2015 - Present
University of Denver September 2014 - June 2015
Skills
Mathematical Modeling, Matlab, Powershell, Microsoft SQL Server, C, Quantitative Finance
Education
University of Denver 2012 — 2016
Bachelor of Science (BS), Mathematics and Physics
Denver Investments June 2015 - Present
University of Denver September 2014 - June 2015
Skills
Mathematical Modeling, Matlab, Powershell, Microsoft SQL Server, C, Quantitative Finance
Education
University of Denver 2012 — 2016
Bachelor of Science (BS), Mathematics and Physics