About

Community Foundation Board of Trustees Committees 2024-2025

Board Committees of the Community Foundation comprise members of our Board of Trustees, as well as community volunteers and expert advisors.

 
Together, we’re making a difference for Boulder County.
 

Audit Committee


Chester Kurtz, Managing Partner, Kurtz Fargo LLP — Chair

James Graham, CEO & Founder, Richtr Financial Studio

William F Jones Jr, CPA, Anton Collins Mitchell LLP
 

Development Committee


David Ensign, Retired — Co-Chair

Meredith Carlton, Financial Advisor, UBS Financial Services Inc. — Co-Chair

Cindy Lindsay, Principal, FLS Associates

Julie Rogers, Retired

Tommy Fad, Vice President, Wifi Products, Charter Communications

Gil Sparks, Retired

 

Executive Committee


Scott Beard, Owner, Scott Beard Law — Chair

Carey Mason, Founder/CEO, DEI4BIZ

Patty Leslie, Retired, CFO of CU Foundation

Arvind Sundar, VP Commercial Lender, First Fidelity Bank
 

Finance Committee


Patty Leslie, Retired, CFO of CU Foundation — Chair

Jeremy Wilson, Partner, Plante Moran 

Chester Kurtz, Managing Partner, Kurtz Fargo LLP

James Graham, CEO & Founder, Richtr Financial Studio

William F Jones Jr, CPA, Anton Collins Mitchell LLP

D. Liles Lipe, Senior Vice President, First Western Trust

Arvind Sundar, Senior Lead Relationship Manager, BMO

 

Governance and Nominating Committee


Carey Mason, Founder/CEO, DEI4BIZ — Chair

David Brantz, Partner, Kottke & Brantz, LLC

Scott Beard, Owner, Scott Beard Law

Gil Sparks, Retired

Berenice El Gharamti, Building Equity Administrator - City and County of Denver

 

Investment Committee


Elliot Forsyth, CFP®, Senior Partner, Ascent Wealth Management — Co-Chair

Emily Mears, Managing Director, Crestone Capital LLC — Co-Chair

Noel Culberson, CFA, CPA, Director, Senior PIM Portfolio Manger, Trailhead Wealth Management, LLC

Allyson Patterson, Managing Partner, Manna Tree Partners

Lily Horton, Financial Advisory, BSW Wealth Partners

Justine DeCoste, Director and Shareholder at Pathstone Family Office, LLC

Bob Cutler, President, ACE Investing Services, Inc.

Amy Noblin, Managing Director, Ridgeline Ventures

Patti Leslie, Retired, CFO of CU Foundation

Steven Klosterman, AIF, Regional Director, Halbert Hargrove

 

 

 

Community Foundation Board of Trustees Committees 2024-2025

Board Committees of the Community Foundation comprise members of our Board of Trustees, as well as community volunteers and expert advisors.

 
Together, we’re making a difference for Boulder County.
 

Audit Committee


Chester Kurtz, Managing Partner, Kurtz Fargo LLP — Chair

James Graham, CEO & Founder, Richtr Financial Studio

William F Jones Jr, CPA, Anton Collins Mitchell LLP
 

Development Committee


David Ensign, Retired — Co-Chair

Meredith Carlton, Financial Advisor, UBS Financial Services Inc. — Co-Chair

Cindy Lindsay, Principal, FLS Associates

Julie Rogers, Retired

Tommy Fad, Vice President, Wifi Products, Charter Communications

Gil Sparks, Retired

 

Executive Committee


Scott Beard, Owner, Scott Beard Law — Chair

Carey Mason, Founder/CEO, DEI4BIZ

Patty Leslie, Retired, CFO of CU Foundation

Arvind Sundar, VP Commercial Lender, First Fidelity Bank
 

Finance Committee


Patty Leslie, Retired, CFO of CU Foundation — Chair

Jeremy Wilson, Partner, Plante Moran 

Chester Kurtz, Managing Partner, Kurtz Fargo LLP

James Graham, CEO & Founder, Richtr Financial Studio

William F Jones Jr, CPA, Anton Collins Mitchell LLP

D. Liles Lipe, Senior Vice President, First Western Trust

Arvind Sundar, Senior Lead Relationship Manager, BMO

 

Governance and Nominating Committee


Carey Mason, Founder/CEO, DEI4BIZ — Chair

David Brantz, Partner, Kottke & Brantz, LLC

Scott Beard, Owner, Scott Beard Law

Gil Sparks, Retired

Berenice El Gharamti, Building Equity Administrator - City and County of Denver

 

Investment Committee


Elliot Forsyth, CFP®, Senior Partner, Ascent Wealth Management — Co-Chair

Emily Mears, Managing Director, Crestone Capital LLC — Co-Chair

Noel Culberson, CFA, CPA, Director, Senior PIM Portfolio Manger, Trailhead Wealth Management, LLC

Allyson Patterson, Managing Partner, Manna Tree Partners

Lily Horton, Financial Advisory, BSW Wealth Partners

Justine DeCoste, Director and Shareholder at Pathstone Family Office, LLC

Bob Cutler, President, ACE Investing Services, Inc.

Amy Noblin, Managing Director, Ridgeline Ventures

Patti Leslie, Retired, CFO of CU Foundation

Steven Klosterman, AIF, Regional Director, Halbert Hargrove