The Institute for Wealth Management

Description

Address: 1776 Lincoln St #950, Denver, CO 80202 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–3PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (303) 572-3500Place name: : : Category: : : Website: : : Website: http://instituteforwealth.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 The Institute For Wealth Management LLC Posting publicly on the Web Write a review Reviews Be the first to review

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The Institute for Wealth Management Employees

Employee
Years
Job
Industry
Charles Nichols Charles Nichols Denver, Colorado Details
Charles Nichols's The Institute for Wealth Management Experience March 2012 - January 2013
Job Senior Compliance Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group  April 2015 - Present
Janus Capital Group  August 2014 - April 2015
Janus Capital Group  January 2013 - August 2014
The Institute for Wealth Management   March 2012 - January 2013
The Institute for Wealth Management   May 2011 - March 2012
Morgan Stanley  December 2006 - July 2008
UBS Financial Services  June 2005 - November 2006

Skills
Corporate Law, Due Diligence, Equities, Securities Regulation, Investment Advisory, Mutual Funds, Fixed Income, Investment Strategies, Securities Law, Compliance, Corporate Governance, Securities, Finance, Financial Services, Drafting Agreements, Contract Negotiation

Education
University of Denver - Sturm College of Law   2008 — 2011
J.D.

Washington and Lee University   2001 — 2005
B.S.

Kent Denver School

John Ostrander John Ostrander Greater Denver Area Details
John Ostrander's The Institute for Wealth Management Experience 2004 - 2012
Job Relationship Manager, National Accounts (SubAdvisory/VIT) at DoubleLine Group LP
Industry Financial Services
Experience
Scout Investments  2012 - 2014
The Institute for Wealth Management   2004 - 2012
Janus Capital Group  1993 - 2004
Protective Life  1988 - 1993
American Group Financial   1987 - 1988
Gibraltar Financial   1986 - 1987

Skills
Start-ups, Management, Contract Negotiation, Product Development, Sales, Valuation, Financial Modeling, Mergers & Acquisitions, Project Planning, Investments, Asset Management, Portfolio Management, Financial Analysis, Private Equity, Strategic Planning, Venture Capital, Business Development

Education
University of Colorado at Denver   2008 — 2011
Masters, Architecture

University of California at Davis   1979 — 1984
BA, Economics

Armin K. Sarabi Armin K. Sarabi Denver, Colorado Details
Armin K. Sarabi's The Institute for Wealth Management Experience January 2013 - January 2015
Job Chief Operating Officer & General Counsel at FaderPro
Industry Law Practice
Experience
FaderPro   January 2015 - Present
University of Denver - Sturm College of Law  July 2014 - Present
The Race to the Bottom, Inc.   August 2005 - Present
The Institute for Wealth Management   January 2013 - January 2015
Sarabi Zelnick LLP   April 2011 - January 2013
Holland & Hart LLP  September 2009 - March 2011
Holland & Hart LLP  May 2008 - August 2008
Brownstein Hyatt Farber Schreck  May 2007 - August 2007
DCP Midstream  January 2007 - May 2007

Skills
Corporate Governance, Small Business, Start-ups, Securities Law, Capital Markets, Due Diligence, Corporate Law, Contract Negotiation, FINRA, Licensing, Negotiation, Governance, Securities Offerings, Civil Litigation, Securities Regulation, Real Estate, Legal Research, Communication, Consulting, Management, Legal Writing, Mergers & Acquisitions, Litigation

Education
University of Denver - Sturm College of Law   2005 — 2009
JDS, Corporate & Securities Law

University of Maryland College Park   1993 — 2005
BA, Philosophy, Psychology

Brittany Choun Brittany Choun Greater Denver Area Details
Brittany Choun's The Institute for Wealth Management Experience May 2014 - October 2014
Job J.D. / LL.M, University of Denver Sturm College of Law
Industry Law Practice
Experience
Goodspeed & Merrill  January 2015 - April 2015
The Institute for Wealth Management   May 2014 - October 2014
University of Denver Sturm College of Law  August 2013 - May 2014
United States Attorney's Office  January 2014 - April 2014
18th Judicial District  August 2013 - November 2013
18th Judicial District  June 2013 - August 2013
Hyatt Hotels Corporation  January 2012 - July 2012
Westmont College  August 2011 - May 2012
Mason Law Group   2011 - 2011
Westmont College  2009 - 2010

Education
University of Denver - Sturm College of Law   2012 — 2015
Doctor of Law (J.D.)

University of Denver - Sturm College of Law   2012 — 2015
Master of Laws (LLM), International Business Transactions

King's College London, U. of London   2011 — 2011
Study Abroad, Business Management

Westmont College   2008 — 2011
B.A., Economics & Business

Amanda Rhodes, CFP® Amanda Rhodes, CFP® Jacksonville, Florida Details
Amanda Rhodes, CFP®'s The Institute for Wealth Management Experience February 2012 - May 2012
Job Financial Advisor at Merit Financial Advisors, LLC
Industry Investment Management
Experience
Merit Financial Advisors, LLC.   May 2012 - Present
The Institute for Wealth Management   February 2012 - May 2012
Morgan Stanley Smith Barney  January 2011 - November 2011
The Ritz-Carlton, Denver  September 2007 - December 2010
The Ritz-Carlton, San Francisco  July 2005 - September 2007
The Ritz-Carlton, Naples, FL   January 2003 - July 2005

Skills
Sales, Hospitality, Budgets, Hotels, Management, New Business Development, Event Management, Strategic Planning, Training, Finance, Investments, Strategic Financial..., Wealth Management, Portfolio Management, Asset Managment, Event Planning, Forecasting, Asset Allocation, Asset Management, Team Building, Front Office, Revenue Analysis, Series 63, Marketing, Uniform Combined State...

Education
Certified Financial Planner Board of Standards, Inc.   2009 — 2010
Passed CFP November 2010 Exam, Candidate for CFP Certification

College for Financial Planning   2009 — 2010
Graduate Degree, Personal Financial Planning

Florida State University - College of Business   1998 — 2002
Business, Hotel & Restaurant Management

Florida State University   2001 — 2001
Bachelor of Science, Hospitality

Jasmin Velez Jasmin Velez Philadelphia, Pennsylvania Details
Jasmin Velez's The Institute for Wealth Management Experience July 2015 - Present
Job Student at University of Colorado Denver
Industry Higher Education
Experience
University of Colorado Denver  July 2015 - Present
The Institute for Wealth Management   July 2015 - Present
Delta Epsilon Beta   May 2013 - May 2015
Bloomsburg University  July 2011 - May 2015
St. Columba Catholic School   September 2014 - December 2014
Farmacia Tu Familia   December 2010 - June 2012
McDonald's Corporation  September 2010 - April 2012
Steppingstones Scholarship Program   May 2011 - June 2011

Skills
Leadership, Spanish-speaking, Organizational &..., Time Management, Research, Anthropology, Web Content Management, Customer Service, Web Design, Social Media, Microsoft Word, Education, Spanish, Microsoft Excel, Microsoft Office, Cashiering, Web Development, Public Speaking, Teamwork, Management, PowerPoint

Education
University of Colorado Denver   2015 — 2017
Master’s Degree, Medical Anthropology

Bloomsburg University of Pennsylvania   2011 — 2015
Bachelor's Degree, Cultural Anthropology

Sheeva Toraby Sheeva Toraby Greater Denver Area Details
Sheeva Toraby's The Institute for Wealth Management Experience January 2014 - March 2014
Job Attorney Search Director at Parker + Lynch Legal
Industry Legal Services
Experience
Parker + Lynch Legal, a Division of Special Counsel   March 2015 - Present
University of Denver  August 2012 - December 2014
TriZetto Corporation  April 2014 - August 2014
The Institute for Wealth Management   January 2014 - March 2014
Spectrum Retirement Communities, LLC.   August 2013 - December 2013
Young Bowden Law Group   May 2013 - August 2013

Skills
Westlaw, Public Speaking, Research, Public Policy, Community Outreach, Legal Writing, Lexis, Criminal Law, Litigation, Legal Research, Nonprofits, International Law, Mediation, Policy Analysis, Microsoft Excel, Courts

Education
University of Denver - Sturm College of Law

Texas A&M University   2010 — 2012
Business Administration and Management, General

University of Oklahoma - Price College of Business   2008 — 2010
Business Administration and Management, General

Union High School

Anthony Benedetti Anthony Benedetti Greater Denver Area Details
Anthony Benedetti's The Institute for Wealth Management Experience November 2007 - February 2010
Job CEO, Iron Eye Strategies, LLC
Industry Investment Management
Experience
The Institute for Wealth Management   November 2007 - February 2010
Quantitative Equity Strategies   2005 - 2006
The Bornhoft Group   2002 - 2005
XOR, Inc.   1999 - 2001
BlairLake New Media  1996 - 1999

Skills
Investments, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Asset Management, Due Diligence, Trading, Entrepreneurship, Trading Strategies, Trading Systems, Business Strategy, Finance, Strategy, Strategic Planning, Financial Services, Business Development

Education
University of Missouri-Kansas City   1989 — 1997
MBA, BBA

Lee's Summit High School

Christopher Denman Christopher Denman Greater Denver Area Details
Christopher Denman's The Institute for Wealth Management Experience 2011 - 2012
Job Regional Vice President at Beacon Capital Management
Industry Financial Services
Experience
Beacon Capital Management  2013 - Present
The Institute for Wealth Management   2011 - 2012
BCA Capital Management   2004 - 2011
Dividend Capital  January 2003 - January 2004
Oppenheimer Funds  January 2000 - January 2003
Morgan Stanley Dean Witter  1995 - 2000

Skills
Investment Properties, Alternative Investments, Hedge Funds, Investment Advisory, Sales, Strategic Financial..., Portfolio Management, Series 63, Mutual Funds, Asset Management, Retirement Planning, Asset Managment, Investments, Venture Capital, Equities, Asset Allocation, Investment Strategies, Business Development, Finance, Wealth Management, Securities, Due Diligence, Private Equity, Series 7, Capital Markets, Financial Advisory, ETFs, Financial Modeling

Education
Colorado State University   1991 — 1993
BS, Finance

Blake Bienemann Blake Bienemann Denver, Colorado Details
Blake Bienemann's The Institute for Wealth Management Experience April 2009 - December 2011
Job Vice President of Regional Sales at Peritus Asset Management, LLC
Industry Investment Management
Experience
Peritus Asset Management, LLC   May 2014 - Present
ALPS Fund Services, Inc.   December 2011 - May 2014
The Institute for Wealth Management   April 2009 - December 2011
Saridea Inspired Engineering   June 2006 - August 2008

Education
Metropolitan State University of Denver   2003 — 2008
Bachelors, Finance

Cherry Creek High School   1998 — 2002

Brian Rettig, CFA Brian Rettig, CFA Greater Denver Area Details
Brian Rettig, CFA's The Institute for Wealth Management Experience 2014 - Present
Job Portfolio Manager at The Institute for Wealth Management
Industry Financial Services
Experience
The Institute for Wealth Management   2014 - Present
Sharkey, Howes & Javer   October 2012 - April 2014
Matrix Financial Solutions  April 2007 - October 2012

Skills
Portfolio Management, Mutual Funds, ETFs, Operations Management, Trading, Due Diligence, Attribution, Risk Management, Risk Analytics, Market Risk, Factor Analysis, Modern Portfolio Theory, Tactical Asset..., Technical Analysis, Hedge Funds, Fundamental Analysis, Hedging, Correlation Analysis, Capital Markets, Manage Client..., Asset Management, Alternative Investments, Investment Strategies, Trading Systems, Financial Modeling, Strategic Financial..., Data Management, VAR, Separately Managed...

Education
Colorado State University   1992 — 1996
Finance

Kyle Unruh Kyle Unruh Boulder, Colorado Details
Kyle Unruh's The Institute for Wealth Management Experience October 2012 - November 2013
Job Proposal Analyst
Industry Education Management
Experience
University of Colorado Boulder  September 2014 - Present
University of Colorado  November 2013 - August 2014
The Institute for Wealth Management   October 2012 - November 2013
Green Mountain Chamber Music Festival   June 2012 - July 2012

Skills
Microsoft Office

Education
Central Washington University   2010 — 2012
Bachelor of Music, Violin Performance

Ithaca College   2007 — 2009
N/A, Music Performance, General

Elizabeth (Beth) Lockwood Elizabeth (Beth) Lockwood Denver, Colorado Details
Elizabeth (Beth) Lockwood's The Institute for Wealth Management Experience August 2001 - October 2007
Job Executive Assistant to CFO at The Denver Hospice
Industry Health, Wellness and Fitness
Experience
Janus Capital Group  January 2015 - March 2015
U.S. Transport, Inc.   December 2008 - October 2014
Nelligan Investment Advisory   December 2008 - October 2014
The Institute for Wealth Management   August 2001 - October 2007

Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Team Building, Leadership

Education
University of Colorado Denver   1984 — 1988
Bachelor's Degree, English Language and Literature, General, GPA 3.96