Historic Spruce Street Mansion
Home of The Community Foundation
Serving Boulder County




Former Trustees

 

2006-2007 Investment Committee

The Investment Committee uses the Investment Policy Guidelines to reach the investment goals of The Community Foundation.

Committee Members:

Bill Sterner, Chair
President, U of C FCU

Brian Beitner
Community Leader

Brad Bickham, C.F.A.
Sargent Bickham & Associates

Steve Henningsen
The Wealth Conservancy, Inc.

Greg Kyde
Kyde Capitol Strategies LLC

Mary Lamy
Community Leader

Shelly D. Merritt, J.D., C.P.A
Shelly D. Merritt, P.C.

Patricia Nielsen, C.P.A.
Nielsen & Co., CPA's & Consultants

Bryan J. Pieper
Smith, Barney

 Susan Richards, Esq.
Berg, Hill, Greenleaf & Ruscitti, LLP

Michael G. Richters
Dain Rauscher

Steve Schueth
First Affirmative Financial Network

Rhonda Wallen
Community Leader


Investment Managers:

Drew Simon, TCF Investment Advisor
Baydush Simon Weaver

Debi Baydush
Baydush Simon Weaver

Kevin Kelley
RW Baird & Co

Kathy Leonard
Piper jaffray & Co.

Alan Scharff
Merrill Lynch Private Client Services

Nancy Stevens
Reber/Russell Company

Gary Stylpula
Merrill Lynch Private Client Services

David Wolf
Baydush Simon Weaver