Free Newsletter
Joseph Janiczek
Joseph Janiczek served as CEO of Janiczek Wealth Management from its founding in 1990 to its merger with New York-based Cerity Partners in 2024. The impetus for the deal? Cerity […]
Andrew Dodds
The CEO of his namesake firm that he founded in 1991, Andrew Dodds, 64, also acts as Dodds Wealth’s investment strategist. A key early lesson: Stellar financials can sometimes mask […]
Brian Friedman
Brian Friedman, 58, grew up in Denver and worked for the Brookings Institution in Washington, D.C., before co-founding GHP Investment Advisors (GHPIA) in 1999. The 30-employee firm’s assets under management […]
Ali Flynn Phillips
Ali Flynn Phillips, 53, joined Obermeyer in 2005 and now serves as the firm’s president from its Aspen office. Founded in 1982, Obermeyer now has more than $2.5 billion in […]
Scott Thisted
Scott Thisted, 49, has spent his entire career with Merrill Lynch after starting with the firm in 1998. Now managing director of The Thisted Group, he advises ultra-high net worth […]
Jonathan Beukelman
Jonathan Beukelman, 49, has worked in wealth management for more than 25 years. As managing director of the Denver-based UBS Advisor Team, Montage Financial Group, Beukelman has led the office […]
Max Bull
Max Bull, 43, won a national championship with University of Denver’s 2003-04 hockey team before interning at Morgan Stanley and connecting with Shawn Fowler in 2005. As co-managing director of […]
Shawn Fowler
As co-managing director of The Fowler Bull Group in Denver, Shawn Fowler, 54, is consistently ranked as one of Colorado’s preeminent wealth advisors by Barron’s and Forbes. Fowler now helps […]
