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.


Steven L. Ellis
Steven L. EllisCFA
Lee Strongwater
Lee StrongwaterWMS
Kyle Schultz
Kyle SchultzCFP®

Portfolio Management & Client Service

Zuzana Birova
Zuzana BirovaPortfolio Manager, MBA
Andy Gilson
Andy GilsonOperations Manager
Monica Mielke
Monica MielkeOffice Administrator