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Our Team 2017-09-25T13:31:58+00:00

Experienced – Caring – Credentialed

Founded in 2000, Boulder-based Colorado Capital Management provides independent fee-only portfolio management, financial planning and impact investments for high-net-worth individuals, families and foundations.

Our team of experienced, caring and credentialed professionals are dedicated to providing you with an exceptional client experience.

Advisors

Steven L. Ellis
Steven L. EllisCFA
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Lee Strongwater
Lee StrongwaterWMS
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Elizabeth Jacques
Elizabeth JacquesCFP®
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Debbie Huttner
Debbie HuttnerJD, MBA
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Portfolio Management & Research

Kyle Shultz
Kyle ShultzCFP
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Colleen Harvey
Colleen HarveyCFA
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Kirsten Roeber
Kirsten RoeberAsst. Portfolio Manager, AAMS®
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Leila Boulton
Leila BoultonJD, MBA
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Operations & Client Services

Andy Gilson
Andy GilsonOperations Manager
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Julia Wentworth
Julia WentworthClient Services & Operations
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