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Community Foundation Board of Trustees Committees 2015-2016

Audit & Finance Committee

Chester Kurtz, CPA, Chair
Kurtz Fargo LLP

Robert Bond, CPA,
Ehrhardt Keefe Steiner & Hottman PC

Andrew Dick, CPA
Anton Collins Mitchell LLP

James Graham, CPA, CGMA
Bolder Business Advisors CPA, PC

Valerie Marshall, CPA
Rocky Mountain Bird Observatory

Marilynne Tarrall, CPA
New West Advisors

Pam E. Vogel, CPA
Kingsbery CPA

Investment Committee



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

 

Daniel Hassan, Chair
Boulder Capital

Noel Culberson, CFA, CPA
Morgan Stanley Wealth Management

Justin C. Ferri
Focus Financial Partners, LLC

Trine Ford
UBS Financial Services, Inc.

Mike Magluilo
Robert W. Baird & Company

Alden Sherman
First National Wealth Management

TK Smith

Will Stites
KilterHowling LLC

Diane Sourcheray, CFP
RBC Wealth Management

Investment Managers

 

Elias Bachmann, CFA
BSW Wealth Partners

Andrea Berry
First Western Trust Bank

Brad Bickham, CFA, CFP
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

 

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

David Brantz, Esq.
Kottke & Brantz, LLC

Steve Brett, Esq.
Sherman & Howard

Shannon Golden-Schubert, Esq.
Community Leader

Randi M. Grassgreen, Esq.
Crestone Capital Advisors LLC

Angela Herrick, Esq.
Community Leader

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

Jessica A. Morgan, Esq.
Boulder Brands

Kimberly Barr Rutt, Esq.
K. B. Rutt Law PLLC

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

John B. Wood, Esq.
Alpert Corporation

Community Foundation Board of Trustees Committees 2015-2016

Audit & Finance Committee

Chester Kurtz, CPA, Chair
Kurtz Fargo LLP

Robert Bond, CPA,
Ehrhardt Keefe Steiner & Hottman PC

Andrew Dick, CPA
Anton Collins Mitchell LLP

James Graham, CPA, CGMA
Bolder Business Advisors CPA, PC

Valerie Marshall, CPA
Rocky Mountain Bird Observatory

Marilynne Tarrall, CPA
New West Advisors

Pam E. Vogel, CPA
Kingsbery CPA

Investment Committee



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

 

Daniel Hassan, Chair
Boulder Capital

Noel Culberson, CFA, CPA
Morgan Stanley Wealth Management

Justin C. Ferri
Focus Financial Partners, LLC

Trine Ford
UBS Financial Services, Inc.

Mike Magluilo
Robert W. Baird & Company

Alden Sherman
First National Wealth Management

TK Smith

Will Stites
KilterHowling LLC

Diane Sourcheray, CFP
RBC Wealth Management

Investment Managers

 

Elias Bachmann, CFA
BSW Wealth Partners

Andrea Berry
First Western Trust Bank

Brad Bickham, CFA, CFP
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

 

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

David Brantz, Esq.
Kottke & Brantz, LLC

Steve Brett, Esq.
Sherman & Howard

Shannon Golden-Schubert, Esq.
Community Leader

Randi M. Grassgreen, Esq.
Crestone Capital Advisors LLC

Angela Herrick, Esq.
Community Leader

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

Jessica A. Morgan, Esq.
Boulder Brands

Kimberly Barr Rutt, Esq.
K. B. Rutt Law PLLC

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

John B. Wood, Esq.
Alpert Corporation