Meet The Team

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Ben Valore-Caplan

Ben Valore-Caplan

CEO

Experience

  • Senior Vice President-Investments, BVC Institutional Consulting Group at UBS
  • Founder and Executive Director, Denver Summerbridge, a nonprofit educational opportunity program now thriving as Breakthrough Kent Denver

Education

  • Brown University (BA)
  • University of Denver (MBA)
  • Series 65 through FINRA

Memberships and Affiliations

  • Board Chair, Colorado Zoological Trust
  • Board of Trustees, Colorado Succeeds
  • Active member, The Colorado Forum
  • Active member, Denver Metro Chamber of Commerce
  • Member, Rose Community Foundation Education Committee
  • Former member, Colorado Concern
  • Former board officer of Logan School, Denver Jewish Day School, Denver Urban Gardens
  • Former Trustee and Board Vice Chair, Colorado Public Employee’s Retirement Association (PERA)
  • Member, State of Colorado Legislative Subcommittee on Pension Oversight
  • Former Soccer Coach, Coach of the Year, Colorado Rapids Youth Soccer
Bethlehem Zawde

Bethlehem Zawde

VP, Consultant

Experience

  • Manager, Investment Research, Great-West Investments
  • Manager Research Analyst, Charles Schwab Investment Advisory
  • Senior Investment Consulting Analyst, Mercer
  • Investment Consulting Analyst, Milliman

Education

  • University of California, Berkeley (BA)
  • Saint Mary’s College of California (MSF)
  • Series 65 through FINRA

Memberships and Affiliations

  • Member, CFA Society of Colorado Women’s Initiative Network (WIN)
  • Former Investment Committee Member, Women’s Foundation of Colorado
Ryan Stibich, CIPM

Ryan Stibich, CIPM

Operations Manager/COO

Experience

  • Mutual Fund Compliance Analyst, SEI Investments

Education

  • Rider University (BA)
  • Series 65 through FINRA
    Rheal Radwany

    Rheal Radwany

    Associate Consultant

    Experience

    • Performance Reporting Analyst and Team Lead, Cambridge Associates

    Education

    • George Mason University (BS and BA)
    • Series 65 through FINRA
    Anna Todorova

    Anna Todorova

    Associate Consultant

    Experience

    • Corporate Revenue Accountant, Alps Holdings
    • Investment Services Team Lead and Representative, Alps Fund Services

    Education

    • University of Central Oklahoma (BA, Political Science)
    • University of Colorado (MS, Finance)
    • Series 65 through FINRA
    • 2016 Graduate of the Denver Metro Chamber’s Leadership Foundation, Impact Denver

    Memberships and Affiliations

    • Finance Committee member, Engineers Without Borders USA
    • Volunteer, HopeKids Colorado
    Pamela Moore

    Pamela Moore

    VP, Communications

    Experience

    • SVP, Internal Communications, UBM LLC
    • SVP, Media & Events Content, UMB LLC
    • SVP, Physicians Practice Magazine
    • Senior Editor, MGMA

    Education

    • Syracuse University (BA)
    • State University of New York Stony Brook  (PhD)

    Memberships and Affiliations

    • Volunteer, Golden Retriever Freedom Rescue
    • Volunteer, Greater Park Hill Community, Inc.
    • Volunteer, Denver Urban Gardens
    Akasha Absher

    Akasha Absher

    Chief Consulting Officer

    Experience

    • Portfolio Manager and Investment, Lucidus Capital Partners (NY) and Caxton Associates (NY), actively managing and trading a $100M long/short portfolio of credit issues
    • VP and Senior Publishing Research Analyst, JP Morgan Securities
    • Analyst and Associate, Enron Corp, in high yield and distressed trading, project finance, investment banking and risk management

    Education

    • Clark Atlanta University (BA)
    • University of Michigan Ross Business School (MBA)
    • Series 65 through FINRA
    • 2015 Graduate of the Denver Metro Chamber’s Leadership Foundation, Leadership Denver

    Memberships and Affiliations

    • Board Member, The Denver Metro Chamber Leadership Foundation
    • Secretary of the Board, Colorado Charter Facility Solutions
    • Board of Advisors member, Colorado Succeeds
    • Credit Committee member, CEDS Finance
    • Denver Business Journal “Who’s Who in Impact Investing – Rocky Mountain Region” (2017, 2018)
    • Previous CEO and Chairperson, The Phoenix Foundation, New York
    • JP Morgan Chase Women’s Fellowship and Consortium for Graduate Study in Management Fellow
    Gary Sanchez, CIMA

    Gary Sanchez, CIMA

    VP, Consultant

    Experience

    • Vice President, Senior Advisor Consultant, Invesco US
    • Vice President, Senior Advisor Consultant, Oppenheimer Funds
    • Regional Advisor Consultant, Oppenheimer Funds

    Education

    • Colorado State University (BA)
    • Certified Investment Management Analyst (CIMA®) certification, administered by Investment Management Consultant Association and taught with The Wharton School, University of Pennsylvania

     

    Alex Haun, CFA, CAIA

    Alex Haun, CFA, CAIA

    Senior Analyst

    Experience

    • Senior Quantitative Analyst,  Watershed Investment Consultants

    Education

    • University of Colorado (BA)
    • University of Denver (MS)
    • Chartered Alternative Investment Analyst (CAIA®)
    • Chartered Financial Analyst (CFA®)

    Memberships and Affiliations

    • CFA® and CAIA® Member
    • United States Tae-kwon-do Federation 1st Dan Black Belt
    • Eagle Scout of the Boy Scouts of America
    Robin Meyer, CFA

    Robin Meyer, CFA

    Senior Analyst

    Experience

    • Senior Analyst, Investment Management, Jackson National Asset Management
    • Analyst, Investment Management, Jackson National Asset Management
    • Mutual Fund Accountant, Jackson National Asset Management
    • Loan Operations Analyst, Suburban Bank & Trust

    Education

    • Marquette University (BS)
    • Chartered Financial Analyst (CFA®)

    Memberships and Affiliations

    • CFA® Member
    Kevin O'Neill

    Kevin O'Neill

    Associate Consultant

    Experience

    • Investor Relations Associate, MG Stover
    • Client Processing Analyst, Bank of New York Mellon

    Education

    • State University of New York at Genesseo (BA)

    Memberships and Affliations

    • Special Olympics volunteer
    • Rochester Kidney Walk volunteer
    Lisa Inhulsen

    Lisa Inhulsen

    Administrative Manager

    Experience

    • UBS, Associate
    • Syntrinsic since 2008
    • Nonprofit accounting

    Reach Us

    Do more. Do well. We’ll help.

    3840 York St, Suite 100, Denver CO 80205

    877-296-7110