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


 

Investment Committee 2007-2008 The Investment Committee uses the Investment Policy Guidelines to reach the investment goals of The Community Foundation.

Committee Members:

Kenneth W. Zelie, Chair
Wells Fargo

Brian Beitner
Community Leader

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

Steve Henningsen
The Wealth Conservancy, Inc.

Greg Kyde
Kyde Capitol Strategies LLC

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

Bryan J. Pieper
Smith, Barney

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

Rhonda Wallen
Community Leader

Investment Managers:

Drew Simon, TCF Investment Advisor
Baydush Simon Weaver

Debi Baydush
Baydush Simon Weaver

Peter Brown
USB Paine Webber

George Gay
First Affirmative Financial Network

Kathy Leonard
USB Paine Webber

Alan Scharff
Merrill Lynch Private Client Services

Steve Schueth
First Affirmative Financial Network

Nancy Stevens
First Western Bank

Gary Stylpula
Merrill Lynch Private Client Services

David Wolf
Baydush Simon Weaver