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Experience

As the partner in charge of our financial services practice in the Rocky Mountain region, I specialize in providing services to private equity, venture capital, mutual funds, broker dealers, and asset management companies. I also work with several technology companies.
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Specializes In

I moved to Colorado in 2002, less than a year after a ski trip to Telluride, Colo. — a trip I refer to as my epiphany because once I visited Telluride, I knew I wanted to live here.

Additional Thoughts

Why investment firms are so susceptible to cyberattacks - And 3 ways to prevent them
Karla Whittenburg
Article January 17, 2019 2 min read
Turning passion into profit
Ted Morgan
Article January 21, 2019 1 min read
Why investment firms are so susceptible to cyberattacks - And 3 ways to prevent them
Karla Whittenburg
Article January 17, 2019 2 min read
Weathering trade troubles: Lessons from 'The Art of War'
Lou Longo
Article January 16, 2019 2 min read