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Community Foundation Board of Trustees Committees 2008-2009

Audit & Finance Committee

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

Rick G. Doty, CPA, MBA
Doty, Lyle and Jones, LLC

Aric Hilmas, CPA
Hilmas & Associates, LLC

Patricia Nielsen, C.P.A
Nielsen & Company P.C., CPAs and Consultants

William S. Rubin
Weatherwax and Associates

Timothy P. Watson, C.P.A
Hulet, Watson & Associates, P.C

Investment Committee

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

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

Legal Committee

Shelly Merritt, JD, CPA, Chair
Shelly D. Merritt, P.C.

Bryan D. Biesterfield, Esq.
Robinson Waters & O'Dorisio

David Brantz, Esq.
Stover and Associates, LLC

Steve Brett, Esq.
Sherman & Howard

Connie Tromble Eyster, Esq.
Hutchinson Black and Cook

Victoria Hamilton, Esq.
Community Leader

Conrad Lattes, Esq.
Boulder County Attorney's Office

Ronald Manka, Esq.
Lathrop & Gage

Colleen A. O’Laughlin, Esq.
Community Leader

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

William R. Roberts, Esq.
Hogan & Hartson LLP

Scott Robinson, Esq.
Berg, Hill, Greenleaf, & Ruscitti, LLP

Michael Shea
Rothgerber Johnson & Lyons, LLP

Stephanie Tuthill, Esq.
Holme Roberts & Owen, LLP

Real Estate Committee

Bryan D. Biesterfield, Esq., Chair
Robinson Waters & O'Dorisio

Ann Cooper
Ann Cooper & Associates

Becky Gamble
Callan and Company

Josie Heath
The Community Foundation

Jeffrey "TJ" Heyman
Woodbourne Investment Management LLC

Todd Peyok
Boulder Horizon Bank

Ariel Solomon
Premier Mortgage Group

Beat Steiner
Holland & Hart LLP

Jack Walker
Community Leader

 

Community Foundation Board of Trustees Committees 2008-2009

Audit & Finance Committee

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

Rick G. Doty, CPA, MBA
Doty, Lyle and Jones, LLC

Aric Hilmas, CPA
Hilmas & Associates, LLC

Patricia Nielsen, C.P.A
Nielsen & Company P.C., CPAs and Consultants

William S. Rubin
Weatherwax and Associates

Timothy P. Watson, C.P.A
Hulet, Watson & Associates, P.C

Investment Committee

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

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

Legal Committee

Shelly Merritt, JD, CPA, Chair
Shelly D. Merritt, P.C.

Bryan D. Biesterfield, Esq.
Robinson Waters & O'Dorisio

David Brantz, Esq.
Stover and Associates, LLC

Steve Brett, Esq.
Sherman & Howard

Connie Tromble Eyster, Esq.
Hutchinson Black and Cook

Victoria Hamilton, Esq.
Community Leader

Conrad Lattes, Esq.
Boulder County Attorney's Office

Ronald Manka, Esq.
Lathrop & Gage

Colleen A. O’Laughlin, Esq.
Community Leader

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

William R. Roberts, Esq.
Hogan & Hartson LLP

Scott Robinson, Esq.
Berg, Hill, Greenleaf, & Ruscitti, LLP

Michael Shea
Rothgerber Johnson & Lyons, LLP

Stephanie Tuthill, Esq.
Holme Roberts & Owen, LLP

Real Estate Committee

Bryan D. Biesterfield, Esq., Chair
Robinson Waters & O'Dorisio

Ann Cooper
Ann Cooper & Associates

Becky Gamble
Callan and Company

Josie Heath
The Community Foundation

Jeffrey "TJ" Heyman
Woodbourne Investment Management LLC

Todd Peyok
Boulder Horizon Bank

Ariel Solomon
Premier Mortgage Group

Beat Steiner
Holland & Hart LLP

Jack Walker
Community Leader