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A Member of the CFA Institute Global Network of Societies

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 2016-2017 Board of Directors

 BOARD OF DIRECTORS

PRESIDENT & DIRECTOR
Ivan Sichkar, CFA
Culver Investment Company, LLC
president@cfacolorado.org
720-323-0013 
  VICE PRESIDENT & DIRECTOR
Dan Katz, CFA
Denver Private Wealth Management
vicepresident@cfacolorado.org
720-354-3851
  TREASURER & DIRECTOR 
Elias Bachmann, CFA
BSW Wealth Partners
treasurer@cfacolorado.org
303-444-9696
  SECRETARY & DIRECTOR
Gordon Douthat, CFA
Wells Fargo Securities, LLC
secretary@cfacolorado.org
303-641-7851 
  ADVOCACY & DIRECTOR
Marshall Essig, CFA
CoBank
advocacy@cfacolorado.org
303-562-6928

DIRECTOR
Jordan Kunz, CFA
Colorado Financial Management​
jordan.kunz@gmail.com
303-443-2433

  DIRECTOR
Tom Riley, CFA
Northern Trust
tr85@ntrs.com
303-335-1454 

 CHAIRS

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  PROGRAMS CHAIR
Ben Truitt, CFA
Arbor Commercial Mortgage
programs@cfacolorado.org
720-454-4090
  MEMBERSHIP CHAIR
Peter Keilman, CFA
The Milestone Group​​
membership@cfacolorado.org
303-547-7433
 

EDUCATION CHAIR
Eric Broda, CFA, CAIA
The Private Client Group
eric_broda@yahoo.com
303-990-1504 

 

TECHNOLOGY CHAIR
Vaughn Pourchot, CFA
Sterling Assets, LLC
vpourchot@yahoo.com
405-641-5263

 Oksana headshot.jpg PUBLIC AWARENESS CHAIR
Oksana Doncila
Wells Fargo Bank​
publicawareness@cfacolorado.org
206-227-0173

 
BUDGET/AUDIT
Philip Eichhorn, CFA
Oppenheimer Funds
budget@cfacolorado.org
720-935-6165
SOCIAL CHAIR
Nassime Bildman, CFA
CoBiz Wealth​
social@cfacolorado.org
908-625-9599 

VOLUNTEER CHAIR
Raj Prasad, CFA
Phoenix Capital Inc.
volunteer@cfacolorado.org
720-548-8721

 STAFF

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CFA Colorado Staff​​
Ashley Montoya
info@cfacolorado.org

   

 ‭(Hidden)‬ About CFA Institute

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