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Community Foundation Board of Trustees Committees 2013-2014

 

Ambassadors' Council

Leslie Allen
Linda Bachrach
Bryan Biesterfeld
Wendy Bolger
David Brantz
Richard Garcia
Helen Gemmill
Josie Heath
Margaret Katz
Shirley Lalezari
Kathy Leonard
Jane McConnell
Patrick O'Brien
Dallice Tylee
Deborah Simmons
Maegan Vallejo
Bill Vorlage

 

Audit & Finance Committee

James Graham, CPA, CGMA, Chair
Boulder Business Advisors CPA

Robert Bond, CPA
Ehrhardt Keefe Steiner & Hottman PC

Rick G. Doty, CPA, MBA
Anton Collins Mitchell, LLC

Valerie Marshall
Engineers Without Borders, USA

Marilynne Tarrall
Tarrall Skram & Nielson;

Pam E. Vogel, CPA
Kingsbery CPAs


Investment Committee

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

Diane Soucheray, CFP, Chair
RBC Wealth Management

Bob Cutler
ACE Investing Services, Inc.

Trine Ford
UBS Financial Services, Inc.

Kevin Kelley
Wells Fargo Advisors, LLC

Kathy Leonard
The Leonard Social Investment Group
UBS Financial Services, Incorporated

Amanda Prentiss
Chautauqua Capital Management

Alden Sherman
First National Wealth Management


Investment Managers

Elias Bachmann, CFA
BSW Wealth Partners

Andrea Berry
First Western Trust Bank

Brad Bickham, CFA, CFP
Sargent Bickham Lagudis

Kreighton Bieger, CFA
Sargent Bickham Lagudis<

Peter Braun
UBS Financial Services, Inc.

George Gay
First Affirmative Financial Network Services

Ritu L. Henningsen
First Affirmative Financial Network, LLC

Steve Schueth
First Affirmative Financial Network

Nancy Stevens
First Western Trust Bank

David Wolf
BSW Wealth Partners

Legal Committee

David Brantz, Esq., Chair
Kottke & Brantz, LLC

Bennett Braverman, Esq.
The Law Office of Bennett Braverman, PC

Steve Brett, Esq.
Sherman & Howard

Angela Coleman, Esq.
Community Leader

Shannon Golden-Schubert, Esq.
Faegre Banker Daniels LLP

Randi M. Grassgreen, Esq.
Crestone Capital Advisors LLC

Chris Hazlitt, Esq.
Bryan Cave HRO

Shelley Merritt, JD, CPA
Shelly D. Merritt, PC

Colleen A. O'Laughlin, Esq.
Colleen O'Laughlin, LLC

Jane Caddell Paddison, Esq.
Jane Caddell Paddison, P.C

Mark J. Sather, Esq.
Kingsbery, Johnson & Lovem LLP

Michael Schreiner, Esq.
Caplan and Earnest, LLC
 

Real Estate Committee

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

Ann Cooper
Ann Cooper & Associates

Becky Gamble
Dean Callan & 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
 

School Readiness Initiative Trustee Advisory Committee

Jane McConnell, Co-Chair
Helen Gemmill, Co-Chair
Richard Garcia
Alexander “Sandy” Bracken
John Creighton
Linda Bachrach
Amanda Prentiss
Josie Heath
 

Community Foundation Board of Trustees Committees 2013-2014

 

Ambassadors' Council

Leslie Allen
Linda Bachrach
Bryan Biesterfeld
Wendy Bolger
David Brantz
Richard Garcia
Helen Gemmill
Josie Heath
Margaret Katz
Shirley Lalezari
Kathy Leonard
Jane McConnell
Patrick O'Brien
Dallice Tylee
Deborah Simmons
Maegan Vallejo
Bill Vorlage

 

Audit & Finance Committee

James Graham, CPA, CGMA, Chair
Boulder Business Advisors CPA

Robert Bond, CPA
Ehrhardt Keefe Steiner & Hottman PC

Rick G. Doty, CPA, MBA
Anton Collins Mitchell, LLC

Valerie Marshall
Engineers Without Borders, USA

Marilynne Tarrall
Tarrall Skram & Nielson;

Pam E. Vogel, CPA
Kingsbery CPAs


Investment Committee

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

Diane Soucheray, CFP, Chair
RBC Wealth Management

Bob Cutler
ACE Investing Services, Inc.

Trine Ford
UBS Financial Services, Inc.

Kevin Kelley
Wells Fargo Advisors, LLC

Kathy Leonard
The Leonard Social Investment Group
UBS Financial Services, Incorporated

Amanda Prentiss
Chautauqua Capital Management

Alden Sherman
First National Wealth Management


Investment Managers

Elias Bachmann, CFA
BSW Wealth Partners

Andrea Berry
First Western Trust Bank

Brad Bickham, CFA, CFP
Sargent Bickham Lagudis

Kreighton Bieger, CFA
Sargent Bickham Lagudis<

Peter Braun
UBS Financial Services, Inc.

George Gay
First Affirmative Financial Network Services

Ritu L. Henningsen
First Affirmative Financial Network, LLC

Steve Schueth
First Affirmative Financial Network

Nancy Stevens
First Western Trust Bank

David Wolf
BSW Wealth Partners

Legal Committee

David Brantz, Esq., Chair
Kottke & Brantz, LLC

Bennett Braverman, Esq.
The Law Office of Bennett Braverman, PC

Steve Brett, Esq.
Sherman & Howard

Angela Coleman, Esq.
Community Leader

Shannon Golden-Schubert, Esq.
Faegre Banker Daniels LLP

Randi M. Grassgreen, Esq.
Crestone Capital Advisors LLC

Chris Hazlitt, Esq.
Bryan Cave HRO

Shelley Merritt, JD, CPA
Shelly D. Merritt, PC

Colleen A. O'Laughlin, Esq.
Colleen O'Laughlin, LLC

Jane Caddell Paddison, Esq.
Jane Caddell Paddison, P.C

Mark J. Sather, Esq.
Kingsbery, Johnson & Lovem LLP

Michael Schreiner, Esq.
Caplan and Earnest, LLC
 

Real Estate Committee

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

Ann Cooper
Ann Cooper & Associates

Becky Gamble
Dean Callan & 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
 

School Readiness Initiative Trustee Advisory Committee

Jane McConnell, Co-Chair
Helen Gemmill, Co-Chair
Richard Garcia
Alexander “Sandy” Bracken
John Creighton
Linda Bachrach
Amanda Prentiss
Josie Heath