Top Investment Officers in Greater Denver Area
Parrish Boren
President and CEO
Greater Denver Area
President and CEO
Principal
Executive Vice President
COO/CFO/Director Real Estate Services
Investment Officer
Southern Methodist University
Texas A&M
Recommendations: 12
Real Estate Development
Project Management
Asset Managment
Real Estate
Due Diligence
Contract Negotiation
Residential Homes
Team Building
p****[email protected]
Jonathan LaCrosse
Founder & Managing Director
Greater Denver Area
Founder & Managing Director
Co-Founder & CEO
Founding Partner
Investment Officer
Rider University
Rowan University
Recommendations: 4
Private Equity
Portfolio Management
Investments
Alternative Investments
Due Diligence
Strategy
Fund Of Funds
Asset Managment
j****[email protected]
Prescott Coleman
Chief Internal Auditor
Greater Denver Area
Chief Internal Auditor
Vice President of Client Services
Group Internal Audit Manager
Investment Officer & Senior Management Analyst
Manager- Production Operations & Manager- Corporate Systems
Associate Consultant
Colorado State University
Austin College
Recommendations: 3
Internal Audit
Auditing
Process Improvement
IT Audit
Leadership
Strategy
Sarbanes-Oxley Act
Management Consulting
c****[email protected]
p****[email protected]
Bill CLU
Chief Operating Officer
Greater Denver Area
Chief Operating Officer
Director of Life Insurance Sales
Corporate Secretary/Chief Investment Officer
CEO -Sequel Financial Corporation
Field Manager
Registered Representative
Managing Partner
CEO
ADDITIONAL ROLES:
The American College
University of Colorado at Boulder
The American College of Financial Services
Recommendations: 3
Succession Planning
Deferred Compensation
Insurance
Annuities
Retirement Planning
Retirement
Financial Planning
Insurance Planning
b****[email protected]
Chris Bittman
Partner
Greater Denver Area
Partner
Chairman, Board of Directors
Chief Investment Officer
President & CEO
Western Regional Manager - Business Financial Services
Chapter Services Director
University of Colorado Boulder
Cherry Creek High School
Recommendations: 2
Hedge Funds
Endowments
Asset Allocation
Investments
Alternative Investments
Asset Managment
Private Equity
Equities
c****[email protected]
c****[email protected]
Daniel Weiss, CAIA
Adjunct Professor - Finance & Investments
Greater Denver Area
Adjunct Professor - Finance & Investments
Vice President - Head of Due Diligence and Research
Professor - Business & Finance
AVP- Head of Investment Research
Director, Due Diligence
Investment Director
Sr Research Analyst
Senior Investment Officer
Manager, Investments
Manager, Private Equity & Strategic Partnerships
International Economist
Research Analyst
University of Maryland
University of Maryland College Park
Bullis School
Recommendations: 2
Series 24
Series 7
CAIA
Alternative Investments
Mutual Funds
Investment Management
Due Diligence
Investments
s****[email protected]
David Halseth
Chief Investment Officer
Greater Denver Area
Chief Investment Officer
Principal
BankAmerica Capital Management
University of Colorado Boulder - Leeds School of Business
Recommendations: 1
Investments
Retirement Planning
Investment Advisory
Mutual Funds
Retirement
Leadership
Financial Advisory
Asset Allocation
d****[email protected]
Conway J Schatz
EVP & Chief Investment Officer
Greater Denver Area
EVP & Chief Investment Officer
Senior Business Advisor / Auditor
Senior Financial Analyst
University of Denver - Daniels College of Business
University of Denver - Daniels College of Business
Minnesota State University, Moorhead
Recommendations: 0
Due Diligence
Asset Managment
Valuation
Disposition
Financial Modeling
Financial Analysis
Mergers
Real Estate Development
c*****@hexagoninc.com
Shane Seitz
Senior Investment Officer
Greater Denver Area
Senior Investment Officer
Senior Investment Officer
Analyst
University of Colorado at Denver
University of Wisconsin-Milwaukee - Lubar School of Business
CFC
Recommendations: 0
Acquisitions
Management
Disposition
Real Estate Development
Real Estate
Due Diligence
Location Intelligence
Real Estate Economics
s****[email protected]
s****[email protected]
Ken Cope
Housing Consultant
Greater Denver Area
Housing Consultant
Chief Investment Officer
Founder / President
Director of Housing Real Estate Investment Manager
SVP, Real Estate Development
Regional Supervisor
Vice President of Multifamily
Acquisitions / Asset Management
Indiana University - Kelley School of Business
Montana State University-Bozeman
University of Montana
Recommendations: 0
k*****@hotmail.com
k*****@rethinkcoworking.com
Bill Shriver, CFA, CFP
President and Chief Investment Officer
Greater Denver Area
President and Chief Investment Officer
Managing Partner
Executive Vice President
Financial Advisor
Marketing/Business Manager
Group Marketing Manager
Product Manager
University of Colorado Denver
Stanford University
United States Military Academy at West Point
Recommendations: 0
Portfolio Management
Investments
Estate Planning
Insurance
Investment Management
Strategic Financial...
Investment Banking
Management
b****[email protected]
Donald Calcagni
Chief Investment Officer
Greater Denver Area
Chief Investment Officer
Strategic Advisor
PhD Candidate/Teaching Assistant
Managing Partner
Client Relationship Manager
Financial Advisor
Senior Managing Director
Financial Advisor
The University of Chicago Booth School of Business
Widener University
Wharton School, University of Pennsylvania
Recommendations: 0
Portfolio Management
Investments
Finance
Retirement
Tax
Retirement Planning
Wealth Management
Investment Management
d****[email protected]
Heath Cardie
Director - Private Equity Consulting
Greater Denver Area
Director - Private Equity Consulting
Senior Investment Officer
Assistant Treasurer
Denver Seminary
University of Colorado Denver
Ambassador University
High School
Recommendations: 0
Private Equity
Financial Services
Investments
Team Building
Treasury
Funding
Venture Capital
Public Speaking
Douglas Smooke
Managing Principal & Chief Investment Officer
Greater Denver Area
Managing Principal & Chief Investment Officer
Teachers College of Columbia University
Harvard University
Duke University
Recommendations: 0
Financial Planning
Investment Strategies
Alternative Investments
Comprehensive Wealth...
Asset Management
Strategic Financial...
Investments
Wealth Management
d****[email protected]
d****[email protected]
Kent Muckel
Partner
Greater Denver Area
Partner
Senior Portfolio Manager
Chief Investment Officer
Senior Director-Public Markets
University of Denver - Daniels College of Business
University of Colorado at Boulder
Recommendations: 0
Hedge Funds
Asset Management
Portfolio Management
Equities
Investments
Fixed Income
Due Diligence
Private Equity
k****[email protected]
Austin Coose
Chief Market Strategist
Greater Denver Area
Chief Market Strategist
Player
Software Engineer
Vice President of Technology & Investment Development
Director, Options Strategy
Chief Investment Officer
Senior Application Engineer
Stanford University
University of Oklahoma
Kokomo High School
Recommendations: 0
Equities
Options
Investments
Hedge Funds
Derivatives
Portfolio Management
Equity Derivatives
Hedging
a****[email protected]
Harry Alcock
Chief Investment Officer
Greater Denver Area
Chief Investment Officer
EVP
Recommendations: 0
Phil Kirshman, CFA, CFP®
Chief Investment Officer
Greater Denver Area
Chief Investment Officer
Account Vice President, Senior Portfolio Manager
Director of Business Development
Portfolio Manager, Associate Vice President
Financial Advisor
University of California, Santa Cruz
The Taft School
Recommendations: 0
p****[email protected]
Warren Olsen
Chairman and Chief Investment Officer
Greater Denver Area
Chairman and Chief Investment Officer
Member of the Board of Directors
Member of the Board of Managers; Chairman of the Audit Committee of the Board
Member of the Board of Directors
Member of the Board of the Holding Company and Bank
Georgetown University
Villanova University School of Law
Recommendations: 0
Asset Managment
Portfolio Management
Private Equity
Investments
Venture Capital
Alternative Investments
Hedge Funds
Due Diligence
John Riddle
Managing Partner / Chief Investment Officer
Greater Denver Area
Managing Partner / Chief Investment Officer
University of Connecticut
University of Hawaii at Manoa
Recommendations: 0
Alternative Investments
Asset Management
Investments
Strategic Planning
New Business Development
Marketing
Social Media
Customer Service
j****[email protected]
Shivan Govindan
Principal
Greater Denver Area
Principal
Chairperson
Managing Member, Chief Investment Officer
Managing Member
President
University of Pennsylvania
Recommendations: 0
Private Equity
Financial Institutions
Portfolio Management
Venture Capital
Fixed Income
Equities
Structured Products
Banking
s****[email protected]
s****[email protected]
Dale L. Rottschafer, CFA
SVP, Senior Portfolio Manager
Greater Denver Area
SVP, Senior Portfolio Manager
Vice President, Advisory Solutions
Chief Investment Officer
Sr Investment Consultant, Sr Due Diligence Analyst
Senior Portfolio Manager
University of Colorado Boulder - Leeds School of Business
University of Colorado Boulder
Recommendations: 0
d****[email protected]
Jordan Dechtman
CEO/Chief Investment Officer
Greater Denver Area
CEO/Chief Investment Officer
Financial Advisor
Registered Representative
University of Arizona
Livingston High School
Recommendations: 0
Retirement Planning
Retirement
Wealth Management
Asset Allocation
Financial Planning
Investments
Asset Management
Estate Planning
j****[email protected]
Jessica Lieb
Treasury Analyst
Greater Denver Area
Treasury Analyst
Treasury Consultant
Investment Officer
Bank Cash Manager
Oklahoma State University
Oklahoma State University
Recommendations: 0
Lines Of Credit
Financial Analysis
Cash Management
Portfolio Management
Investments
Risk Management
Banking
Retail Banking
j****[email protected]
Vince Coviello
Chief Investment Officer
Greater Denver Area
Chief Investment Officer
Managing Partner
Partner
President/Owner
University of Southern California - Marshall School of Business
Indiana University Bloomington
Recommendations: 0
Due Diligence
Project Management
Disposition
Contract Negotiation
Mergers & Acquisitions
Investments
Real Estate Development
Financial Analysis
v*****@yahoo.com
John P. Mullaney, CIMA®
Vice President – Investment Officer
Greater Denver Area
Vice President – Investment Officer
Trinity College-Hartford
Recommendations: 0
Investments
Asset Allocation
Alternative Investments
401k
Retirement Planning
Finacial Advisory
Strategic Investments
Business Owner Planning
j****[email protected]
