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 Leaders

Officers
President
Ed Durica, CFA
Johnston & Associates Inc.
600 S. Cherry St. #1110
Denver, CO 80246
(W) 303-831-6120
ed@jmjassoc.com
Vice President/Program Chair
Stephanie Bullington, CFA
Oppenheimer Funds
6803 S. Tucson Way
Centennial, CO 80112
(W) 303-768-5944
sbullington@oppenheimerfunds.com
Treasurer
Peter Quinn, CFA
CoBiz Wealth
1099 18th St. #3000
Denver, CO 80202
(W) 303-291-4711
pjq1@yahoo.com

Secretary
Aneta Rettig, CFA
Denver Water Treasury, MC 210
1600 W. 12th Ave.
Denver, CO 80227
(W) 303-628-6404
anetag@gmail.com

Recording Secretary
Brian Goodstadt, CFA
Paragon Capital Management
999 18th St, #1220 South Tower
Denver, CO 80202
(W) 303-296-1458
bgoodstadt@pcm-net.com

Directors
Jay McCormick, CFA
Helm Investment Management, LLC
1600 Broadway, Ste 930
Denver, CO 80202
(W) 303-861-4835
jmccormick@helminvest.com

  Tim Harder, CFA
Peak Capital
640 Plaza Dr. #120
Highlands Ranch, CO 80129
(W) 303-972-7786
tim.harder@peakcapital.com
Chairs
Program Chair 
Stephanie Bullington, CFA
Oppenheimer Funds
6803 S. Tucson Way
Centennial, CO 80112
(W) 303-768-5944
sbullington@oppenheimerfunds.com
Public Awareness Chair
Brian Harvey
Falkenberg Capital Corp.
600 S. Cherry St. #1108
Denver, CO 80246
(W) 303-320-4800
bharvey@fcapital.com
Membership Chair 
Tom Riley, CFA
Colorado State Bank & Trust
1600 Broadway
Denver, CO 80202
(W) 303-864-7235
triley@csbt.com
Volunteer
Meijing Peng, CFA
CoBank
5500 S. Quebec St.
Greenwood Village, CO 80111
(W) 303-740-4389
mjpeng@yahoo.com
Education Chair
Mabel Brown, CFA
Great West Life & Annuity
8515 E. Orchard Rd, 3T2
Greenwood Village, CO 80111
(W) 303-737-6040
mabelbrown12@gmail.com
Advocacy Chair
Jonathan Holtzinger, CFA
Grandview Investment Advisors, LLC
2226 W. 29th Ave
Denver CO 80211
(W) 303-477-4939
jonathan_holtzinger@gvadv.com

Technology Chair
Pat Moran, CFA
4645 S. Abilene Circle
Aurora, CO 80015
(W) 201-780-4202
patrickmora2@yahoo.com

Social Chair
Eric Broda
US Bancorp
6011 W 44th Ave
Wheat Ridge, CO 80033  
(W) 303-990-1504
eric_broda@yahoo.com

 

Sponsor/Outreach
Tim Harder, CFA
tim.harder@peakcapital.com

Investment Research Challenge
Jamie Cornehlsen, CFA
jcornehlsen@dunnwarren.com

Staffed Office 
Lisa Rice
Secretarial Solutions 
6057 S. Lakeview St.
Littleton, CO 80120 
(W) 303-683-3343 
(F) 303-683-3353
secretarialsolutionsco@comcast.net

 

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CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.


The views expressed by the speakers do not necessarily reflect the views or policies of the CFA Society of Colorado, its Board of Directors or its members. The CFA Society of Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.


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