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CoBiz Wealth LLC

1099 18th Street Suite 3000
Denver, Colorado 80202
United States
 
Contact :      
Phone :       303-291-4700
Fax :             303-298-4342
Email :         acmg@asapas.com
Web :           http://www.cobizwealth.com

CoBiz Wealth LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $823
Tax-Exempt Managed ($Mil) : $220
Taxable Assets Managed ($Mil) : $617
Year Founded : 1/1/10
Wrap Programs Offered? : Yes
# of Accounts Managed : 1036
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

CoBiz Wealth LLC History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
953
$656.586
 
Limited Partnership :
0
$0.00
 
Foundations :
20
$42.178
ERISA :
0
$0
Unions, Taft-Hartley :
0
$0
Public :
0
$0
Others :
63
$123.784
Total # of Professional : 23 Analysts : 4
Portfolio Managers : 6 Traders : 1
Client Service : 9 Operation : 0

CoBiz Wealth LLC Personnel

Ms.  Rita Koch Day

General Partner
Tel : 1-303-291-4700
Email: rday@cobizwealth.com
After being promoted to Trust Administrative Officer by The First National Bank of Denver, Ms. Day became a partner at Alexander, Scriver & Associates. She later became a principal of Alexander Capital. Rita received her BS in Finance and in Business Management from Metropolitan State College of Denver. Rita acts as a portfolio manager and client services representative. She is responsible for client trading activities at the firm, is an active marketing participant and is a member of our Investment Management Committee.

Mr.  Chris Freimuth, CFA

Portfolio Manager
Tel : 1-303-291-4700
Email: cfreimuth@cobizwealth.com
Chris is a member of the equity/fixed income committee and is responsible for devising highly-customized asset allocation strategies, fixed income trading, equity analysis, portfolio management and client communication. He began his career in trading and portfolio management at Affiliated Bank/Banc One Securities, and then moved to Wells Fargo Bank as a financial consultant. Subsequently, he became the primary portfolio manager at CoBiz Trust before joining Alexander Capital, a subsidiary of CoBiz Financial, in 2003. Chris received his BS in Finance from Arizona State University and has earned the Chartered Financial Analyst designation.

Mr.  Howard T. Alexander

President/CEO
Tel : 1-303-291-4700
Email: halexander@cobizwealth.com
Mr. Alexander began his investment career with The First National Bank of Denver, ultimately rising to Senior Vice President of the Personal Trust Department. He later co-founded Alexander, Scriver & Associates which became Alexander Capital. Howard holds a BA in Economics from Washington and Jefferson College and a JD from Southern Methodist University. He is a member of the Colorado Bar Association and is active in numerous professional and civic organizations.

Ms.  Kathleen Beckwith, CFA

Researcher/Analyst
Tel : 1-303-291-4700
Email: kbeckwith@cobizwealth.com
Kathy is a member of the asset allocation committee and the equity/fixed income committee at CoBiz Wealth. She assists in the investment analysis of the securities held in client portfolios. Kathy has an extensive history of investment analysis, performance reporting and operational experience. After an internship at Merrill Lynch, and a stint as a registered representative at James Wheeler & Co., Kathy joined Envestnet Asset Management as a managed account administrator, and ultimately, became an investment analyst. She joined CoBiz in 2007 as Associate Analyst at Alexander Capital Management Group, a CoBiz Financial company. Alexander Capital then merged with Wagner Investment to become CoBiz Investment Management. Kathy received a BS in Finance from the University of Northern Colorado and an MBA from the University of Denver. She is currently a Level II CFA candidate.

Mr.  Gordon Post, CFP

Portfolio Manager
Tel : 1-303-291-4700
Email: gpost@cobizwealth.com

Mr.  Vincent Nguyen, CFA

Marketing Director
Tel : 303-291-4700
Email: vnguyen@cobizwealth.com

Mr.  JT Rusinko

Researcher/Analyst
Tel : 3032914723
Email: jrusinko@cobizwealth.com
J.T. is an Associate Investment Analyst at CoBiz Wealth. As part of the investment team, J.T. provides support to the senior equity analysts who co-manage CoBiz Wealth’s internal Core Equity product. He also provides support to the senior analyst in charge of asset allocation. His roles revolve around the due diligence and investment analysis process of securities held in client portfolios. Prior to his current role, J.T. completed internships with Mount Yale Capital Group and RBC Capital Markets. As a research analyst at Mount Yale, a fund of hedge funds focused on delivering alternative investment strategies to institutional and high-net-worth clients, his roles revolved around the due diligence and analysis process of new and perspective funds. While at RBC, J.T. was the fixed income trading intern where his job duties focused on the technological advancement of internal reporting processes for various fixed income departments. J.T. graduated from the Daniels College of Business at the University of Denver with a bachelor’s degree in finance and a minor in accounting.

Ms.  Nassime Ruch-Kamgar, CFA

Client Contact
Tel :
Email: nrkamgar@cobizwealth.com

Ms.  Sandra Chapman, CFA

Portfolio Manager
Tel :
Email: schapman@cobizwealth.com

Mr.  Eric Chapman, CFA

Portfolio Manager
Tel :
Email: echapman@cobizwealth.com

CoBiz Wealth LLC Product Name

Report Created: August,5 2020.  Copyright Money Manager Review , All rights Reserved.
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