Back
First row (left to right): Georgene L.A. Pedrie, Dean A. Graves, Guangyan (Yan) Qin, Troy Dayton, Lisa Z. Ramirez, Jennifer B. Oldland, Mary Ellen Cox
Second row (left to right): Derek R. Anguilm, Kris B. Herrick, Paul A. Kuppinger, Jon K. Tesseo, Alex A. Ruehle, and Mark M. Adelmann
Kris B. Herrick, CFA
Partner
Director of Value Research, Portfolio Manager
| 2000 to Present: |
Denver Investments |
| 1997 to 2000: |
Jurika and Voyles, Financial Services Analyst |
| Education: |
BA and BS – University of Northern Colorado |
|
Member of the CFA Institute and the CFA Society of Colorado |
TopPaul Kuppinger, CFA
Vice President
Portfolio Manager, Quantitative Analyst
| 2006 to Present: |
Denver Investments |
| 2003 to 2006: |
Rocky Mountain Wealth Advisors, Principal |
| 2002 to 2003: |
Curian Capital, Vice President of Research |
| 1998 to 2002: |
Prima Capital, Director of Research |
| 1997 to 1998: |
KPMG, Research Analyst |
| 1993 to 1995: |
Westcap Investors, Trader |
| 1990 to 1993: |
Wilshire Associates, Supervisor of Performance Measurement |
| Education: |
BA – The Colorado College; MBA – University of Colorado |
|
Member of the CFA Institute and the CFA Society of Colorado |
TopJon Tesseo
Vice President
Portfolio Manager, Quantitative Analyst
| 2008 to Present: |
Denver Investments |
| 2007 to 2008: |
OmniWealth Ltd., Investment Director |
| 2004 to 2007: |
Oak Research Inc., Director of Research, Portfolio Manager, Principal |
| 1999 to 2004: |
Harris Investment Management, Portfolio Manager, Principal |
| 1991 to 1999: |
Navellier & Associates, Director of Research, Portfolio Manager |
| 1987 to 1991: |
Lotus Development Inc., Systems Engineer |
| Education: |
BS – Bryant College |
TopMark M. Adelmann, CFA and CPA
Partner
Analyst
| 1995 to Present: |
Denver Investments |
| 1979 to 1995: |
Deloitte & Touche, Senior Manager |
| Education: |
BS – Oral Roberts University |
|
Member of the CFA Institute and the CFA Society of Colorado |
|
Member of the American Institute of CPAs and the Colorado Society of CPAs |
TopDerek R. Anguilm, CFA
Partner
Analyst
| 2000 to Present: |
Denver Investments |
| 1999: |
Everen Securities, Research Assistant |
| Education: |
BS – Metropolitan State College of Denver |
|
Member of the CFA Institute and the CFA Society of Colorado |
TopJennifer B. Oldland
Analyst
| 2006 to Present: |
Denver Investments |
| Education: |
BS – Colorado State University |
TopTroy Dayton, CFA
Partner
Analyst
| 2002 to Present: |
Denver Investments |
| 2001 to 2002: |
Jurika and Voyles, Equity Research Analyst |
| 1998 to 2001: |
Dresdner RCM Global Investors, Equity Research Associate |
| 1996 to 1998: |
Jurika and Voyles, Equity Research Associate |
| 1996: |
Citibank, Trading Support Officer |
| Education: |
BSB – Colorado State University |
|
Member of the CFA Institute and the CFA Society of Colorado |
TopGuangyan (Yan) Qin
Analyst
| 2008 to Present: |
Denver Investments |
| 2007: |
Investment Protection Services, Wealth Management Intern |
| 2007: |
First Data Corporation, Treasury Analyst Intern |
| 2006: |
China Great Wall Asset Management Corporation, Intern |
| 2005: |
China Construction Bank, Intern |
| Education: |
BS – University of International Business and Economics, Beijing, China; MS – University of Denver |
TopLisa Z. Ramirez, CFA
Partner
Analyst
| 1989 to Present: |
Denver Investments |
| Education: |
BS – University of Colorado; MBA – Regis University |
|
Member of the CFA Institute and the CFA Society of Colorado |
TopAlex A. Ruehle
Analyst
| 2008 to Present: |
Denver Investments |
| 2006 to 2007: |
First Western Financial Services, Inc., Intern |
| Education: |
BS and MBA – University of Denver |
TopDean A. Graves, CFA
Partner
Client Portfolio Manager
| 1994 to Present: |
Denver Investments |
| 1984 to 1994: |
DeMarche Associates, Senior Vice President |
| 1979 to 1984: |
Charter Corporation, Vice President, Portfolio Manager |
| 1976 to 1979: |
Johnson County National Bank, Assistant Vice President, Portfolio Manager |
| Education: |
BS – University of Kansas; MBA – University of Missouri-Kansas City |
|
Member of the CFA Institute and the CFA Society of Colorado |
TopMary Ellen Cox
Vice President
Equity Trader
| 1982 to Present: |
Denver Investments |
| 1977 to 1982: |
Founders Capital Management, Trader |
| 1969 to 1976: |
Financial Programs, Inc. (Invesco), Trader |
| Education: |
BA – College of New Rochelle |
|
Member of the National Organization of Investment Professionals |
TopGeorgene L.A. Pedrie
Vice President
Equity Trader
| 2002 to Present: |
Denver Investments |
| 1987 to 2002: |
NDB Capital Market, Sales Trader |
| Education: |
BA and MA – University of Northern Colorado |
Top
CFA is a trademark owned by the CFA Institute.
Dean A. Graves, CFA, Georgene L.A. Pedrie, Lisa Z. Ramirez, CFA and Jon K. Tesseo are registered representatives of ALPS Distributors, Inc.
