Top Senior Portfolio Managers in Greater Denver Area
Steven C. Hall, CFA Charterholder
SVP Investment Strategist
Greater Denver Area
SVP Investment Strategist
Senior Portfolio Manager
Portfolio Advisor
Managing Partner & Principal
Keller Graduate School of Management of DeVry University
Arapahoe Community College
University of Colorado at Boulder
Recommendations: 2
Portfolio Management
Financial Modeling
Financial Analysis
Personal Financial Advisor
CFA Charterholder
CPA
CFP
c****[email protected]
Gregg Sommer, CAIA
Principal
Greater Denver Area
Principal
Treasurer
Partner
Partner
Partner
Senior Portfolio Manager
Chief Financial and Operating Officer
Emory University
Fordham Gabelli School of Business
Recommendations: 1
Alternative Investments
Fund Of Funds
Investment Strategies
Asset Allocation
Hedge Funds
Asset Management
Private Equity
Institutional...
g****[email protected]
s****[email protected]
Colleen Denzler, CFA
Founder and CEO
Greater Denver Area
Founder and CEO
Sr. Vice President, Global Head of Fixed Income Strategy, Macro Analyst
Vice President and Client Portfolio Manager
Vice President and Director Fixed Income
Sr. Portfolio Manager, Head of Money Markets
Senior Portfolio Manager, Fixed Income
Portfolio Manager
Radford University - College of Business and Economics
Recommendations: 1
Series 7
Fixed Income
Asset Management
Investments
Institutional
Portfolio Management
Alternative Investments
Asset Allocation
c****[email protected]
Elias Bachmann, CFA
Director - Private Investments
Greater Denver Area
Director - Private Investments
Senior Portfolio Manager
Financial Advisor - Portfolio Manager
Strategic Planning/Finance - MBA Internship
Sales Manager
Vice President of Mostly Important Stuff
University of Colorado Boulder - Leeds School of Business
University of Colorado Boulder
Recommendations: 0
Portfolio Center
Tamarac rebalancer
Tamarac Advisor View
Microsoft Office
Portfolio Management
Real Estate Investment
Private Equity Funding
real estate due
e****[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]
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]
Ero Johnson, CIMA, AIF, CFP
Senior Portfolio Manager
Greater Denver Area
Senior Portfolio Manager
Investment Committee Member
Recommendations: 0
Asset Allocation
Endowments
Foundations
Investment Strategies
Investment Advisory
Institutional Consulting
Mutual Funds
Wealth Management
e*****@live.com
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]
Evelyn Saavedra, CMCA®, AMS®, PCAM®
Director of Community Associations
Greater Denver Area
Director of Community Associations
Director of Business Development and Community Association Manager
Senior Community Manager
Director of Business Development and Community Association Manager
Community Associaton Manager
Senior Portfolio Manager
Assistant Manager
San Pedro HS
The University of New Mexico
Recommendations: 0
p****[email protected]
Scott Breaux, CFA
Senior Vice President - Investment Manager
Greater Denver Area
Senior Vice President - Investment Manager
Investment Analyst
Vice President, Senior Equity Analyst
Chief Financial Officer
Vice President, Senior Portfolio Manager
Senior Research Analyst, Associate Partner
University of Colorado Denver
University of Louisiana at Lafayette
Recommendations: 0
Portfolio Management
Risk Management
Quantitative Analytics
Investments
Asset Managment
Equities
Equity Research
Asset Allocation
s****[email protected]
Jason M. Bezon
Senior Portfolio Manager
Greater Denver Area
Senior Portfolio Manager
Delegate District 86
Carnegie Mellon University - Tepper School of Business
The Ohio State University
Recommendations: 0
ALM
Asset Management
Investments
Risk
Bloomberg
Financial Modeling
Valuation
Trading
j****[email protected]
