Top Chief Investment Officers in Greater Denver Area
Jonathan Shiffer
Company Name
EQIS - Reinventing Wealth Management
Greater Denver Area
Company Name
EQIS - Reinventing Wealth Management
Chief Investment Officer - Chief Executive Officer
Vice President Head of Portfolio Management
Chief Investment Officer Portfolio Manager
Head Portfolio Manager
The University of Texas at Dallas
The University of Texas at Dallas
Recommendations: 4
Investments
Portfolio Management
Equities
Asset Management
Fixed Income
Asset Allocation
Alternative Investments
Investment Strategies
j****[email protected]
j****[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]
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
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
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]
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]
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]
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]
Harry Alcock
Chief Investment Officer
Greater Denver Area
Chief Investment Officer
EVP
Recommendations: 0
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]
Stu Weinroth
Principal (Greenwood Village, Colorado)
Greater Denver Area
Principal (Greenwood Village, Colorado)
Chief Investment Officer (Dublin, Ireland)
Head of Transactions (Denver, Colorado)
SVP - Chief Financial Officer (Denver area, Colorado)
Vice President - Financial Planning & Controller
Financial Planning and Analysis (Chicago area, Illinois)
Finance and Budget Management (Chicago, Illinois)
University of Denver - Daniels College of Business
The University of Chicago
Livingston High School
Recommendations: 0
Aircraft Leasing
Aircraft Finance
International Business
Risk Management
Cross-border...
Capital Markets
Financial Analysis
Capital Structure
s****[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
