Skip to main content
CFA Colorado
About Us
CFA® Program
Membership
Industry Links


 Leaders

OFFICERS
President Vice President/Program Chair
Jay McCormick, CFA Ed Durica, CFA
Helm Investment Management, LLC Johnston & Associates Inc.
1600 Broadway, Ste 930 600 S. Cherry St., Ste. 1110
Denver, CO 80202 Denver, CO 80246
(W) 303-861-4835 (W) 303-831-6120

 jmccormick@helminvest.com 

ed@jmjassoc.com
Treasurer Secretary
Stephanie Bullington, CFA Peter Quinn, CFA
Oppenheimer Funds CoBiz Wealth
6803 S. Tucson Way 3200 Cherry Creek S. Dr. #240
Centennial, CO 80112 Denver, CO 80209
(W) 303-768-5944 (W) 303-777-1800 x211
sbullington@oppenheimerfunds.com

pquinn@cobizwealth.com

Recording Secretary Director
Aneta Rettig, CFA Tim Harder, CFA
Denver Water Peak Capital
1600 W. 12th Ave. 640 Plaza Dr. #120
Denver, CO 80227 Highlands Ranch, CO 80129
(W) 303-628-6404  (W) 303-972-7786
anetag@gmail.com tim.harder@peakcapital.com
Director
James Cornehlsen, CFA

Dunn Warren Investment Advisors, LLC 

6143 South Willow Dr.
Greenwood Village, CO 80111
(W) 800-793-4866
jcornehlsen@dunnwarren.com  
CHAIRS
Program Chair Public Awareness Chair
Ed Durica, CFA Brian Harvey
Johnston & Associates Inc. Falkenberg Capital Corp.
600 S. Cherry St., Ste. 1110 600 S. Cherry St. #1108
Denver, CO 80246 Denver, CO 80246
(W) 303-831-6120 (W) 303-320-4800

ed@jmjassoc.com

bharvey@fcapital.com
Membership Chair Budget/Audit Chair
George Allen

Meijing Peng, CFA

CoBank
  5500 S. Quebec St.
Parker, CO 80138 Greenwood Village, CO 80111
(W) 303-870-7886 (W) 303-740-4389
georgeaallen@msn.com

mjpeng@yahoo.com

Education Chair Advocacy Chair
Clark Whitten, CFA Jonathan Holtzinger, CFA
Janus Grandview Capital LLC
151 Detroit St. 2226 W. 29th Ave.
Denver, CO 80206 Denver, CO 80211
(W) 303-336-7810 (W) 303-477-4939

clark.whitten@janus.com

jonathan_holtzinger@gvadv.com
Technology Chair Sponsorship/Outreach
JP Tremblay, CFA Tim Harder, CFA
Capital IQ Solutions

tim.harder@peakcapital.com

7400 S. Alton Ct.
Denver, CO 80112

George Allen

(W) 303-721-4513 georgeaallen@msn.com

jp_tremblay@capitalIQ.com

 

Investment Research Challenge

James Cornehlsen, CFA

STAFFED OFFICE

jcornehlsen@dunnwarren.com

 

Lisa Rice
Secretarial Solutions
6057 S. Lakeview St.
Littleton, CO 80120
(W) 303-683-3343
(F) 303-683-3353
secretarialsolutionsco@comcast.net

 ‭(Hidden)‬ Content Editor Web Part

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.


Copyright ©2010 CFA Institute | Copyright ©2010 CFA Society of Colorado | All Rights Reserved. 
Terms and Conditions | Privacy Policy