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
TWC Group Investment Management
Noel Bennett
Peak Asset Management, LLC
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
Alden Sherman
First National Bank of Colorado
Diane Soucheray
RBC Dan Rauscher
Rhonda Wallen
Caveo Therapeutics
|
Investment Managers:
Debbie Baydush
Baydush Simon Weaver
Peter Braun
USB Paine Webber
George Gay
First Affirmative Financial Network Services
Kathy Leonard
USB Paine Webber
Alan Scharff
Merrill Lynch Private Client Services
Steve Schueth
First Affirmative Financial Network
Drew Simon
Baydush Simon Weaver
Nancy Stevens
First Western Trust Bank
Gary Stylpula
Merrill Lynch (Scharff Group)
David Wolf
Baydush Simon Weaver
|
