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
Ryan Stibich, CIPM
Operations Manager/COO
Experience
- Mutual Fund Compliance Analyst, SEI Investments
Education
- Rider University (BA)
- Series 65 through FINRA
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
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
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
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
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
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
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
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