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| OFFICERS |
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| President |
Vice President/Program Chair |
| Tim Harder, CFA |
Jay McCormick, CFA |
| Peak Capital |
Helm Investment Management, LLC |
| 640 Plaza Dr. #120 |
1600 Broadway, Ste 930 |
| Highlands Ranch, CO 80129 |
Denver, CO 80202 |
| (W) 303-972-7786 |
(W) 303-861-4835 |
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tim.harder@peakcapital.com |
jmccormick@helminvest.com |
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| Treasurer |
Secretary |
| Stephanie Bullington, CFA |
Ed Durica, CFA |
| Oppenheimer Funds |
Johnston & Associates Inc. |
| 6803 S. Tucson Way |
1775 Sherman St. #2830 |
| Centennial, CO 80112 |
Denver, CO 80203 |
| (W) 303-768-5944 |
(W) 303-831-6120 |
| sbullington@oppenheimerfunds.com |
ed@jmjassoc.com |
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| Recording Secretary |
Director |
| Clark Whitten, CFA |
Chris Rockers, CFA |
| Janus |
Cornerstone Holdings |
| 151 Detroit St. |
11001 120th Ave, Ste 310 |
| Denver, CO 80206 |
Broomfield, CO 800210 |
| (W) 303-336-7810 |
(W) 303-410-2531 |
| clark.whitten@janus.com |
crockers@cstoneholdings.com |
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| Director |
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| James Cornehlsen, CFA |
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Dunn Warren Investment Advisors, LLC |
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| 6143 South Willow Dr. |
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| Greenwood Village, CO 80111 |
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| (W) 800-793-4866 |
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| jcornehlsen@dunnwarren.com |
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| CHAIRS |
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| Program Chair |
Public Awareness Chair |
| Jay McCormick, CFA |
Brian Harvey |
| Helm Investment Management, LLC |
Falkenberg Capital Corp. |
| 1600 Broadway, Ste. 930 |
600 S. Cherry St. #1108 |
| Denver, CO 80202 |
Denver, CO 80246 |
| (W) 303-861-4835 |
(W) 303-320-4800 |
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jmccormick@helminvest.com |
bharvey@fcapital.com |
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| Membership Chair |
Budget/Audit Chair |
| George Allen |
Aneta Rettig |
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Denver Water |
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1600 W. 12th Ave. |
| Parker, CO 80138 |
Denver, CO 80227 |
| (H) 303-840-9500 |
(W) 303-628-6404 |
| georgeaallen@msn.com |
anetag@gmail.com |
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| Education Chair |
Advocacy Chair |
| Peter Quinn, CFA |
Jonathan Holtzinger, CFA |
| Wagner Investments |
Grandview Capital LLC |
| 3200 Cherry Creek S. Dr. #240 |
2226 W. 29th Ave. |
| Denver, CO 80209 |
Denver, CO 80211 |
| (W) 303-777-1800 x211 |
(W) 303-477-4939 |
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pquinn@wagnerinvestment.com |
jonathan_holtzinger@gvadv.com |
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| Technology Chair |
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| Helen Raleigh, CFA |
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| Colorado PERA |
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| 1300 Pennsylvania |
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| Denver CO 80203 |
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| (W) 303-863-3872 |
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| hraleigh@copera.org |
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| STAFFED OFFICE |
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| Lisa Rice |
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| Secretarial Solutions |
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| 6057 S. Lakeview St. |
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| Littleton, CO 80120 |
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| (W) 303-683-3343 |
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| (F) 303-683-3353 |
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| secretarialsolutionsco@comcast.net |
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CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
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