Meet The Team

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Ben Valore-Caplan

Ben Valore-Caplan

CEO

Experience

  • Senior Vice President-Investments, BVC Institutional Consulting Group at UBS
  • Founder and Executive Director, Denver Summerbridge, a nonprofit educational opportunity program now thriving as Breakthrough Kent Denver

Education

  • Brown University (BA)
  • University of Denver (MBA)
  • Series 65 through FINRA

Memberships and Affiliations

  • Board Chair, Colorado Zoological Trust
  • Board of Trustees, Colorado Succeeds
  • Active member, The Colorado Forum
  • Active member, Denver Metro Chamber of Commerce
  • Member, Rose Community Foundation Education Committee
  • Former member, Colorado Concern
  • Former board officer of Logan School, Denver Jewish Day School, Denver Urban Gardens
  • Former Trustee and Board Vice Chair, Colorado Public Employee’s Retirement Association (PERA)
  • Member, State of Colorado Legislative Subcommittee on Pension Oversight
  • Former Soccer Coach, Coach of the Year, Colorado Rapids Youth Soccer
Bethlehem Zawde

Bethlehem Zawde

VP, Consultant

Experience

  • Manager, Investment Research, Great-West Investments
  • Manager Research Analyst, Charles Schwab Investment Advisory
  • Senior Investment Consulting Analyst, Mercer
  • Investment Consulting Analyst, Milliman

Education

  • University of California, Berkeley (BA)
  • Saint Mary’s College of California (MSF)

Memberships and Affiliations

  • Member, CFA Society of Colorado Women’s Initiative Network (WIN)
  • Former Investment Committee Member, Women’s Foundation of Colorado

Ryan Stibich

Operations Manager/COO

Experience

  • Mutual Fund Compliance Analyst, SEI Investments

Education

  • Rider University (BA)
  • Series 65 through FINRA
    Rheal Radwany

    Rheal Radwany

    Associate Consultant

    Experience

    • Performance Reporting Analyst and Team Lead at Cambridge Associates

    Education

    • Bachelor of Science in Economics, George Mason University
    • Bachelor of Arts in Foreign Languages, George Mason University
    • Series 65 through FINRA
    Anna Todorova

    Anna Todorova

    Associate Consultant

    Pamela Moore

    Pamela Moore

    VP, Communications

    Experience

    • SVP, Internal Communications, UBM LLC
    • SVP, Media & Events Content, UMB LLC, overseeing content teams in advanced manufacturing, medical device development, and clinical medicine. Helped found Business4Better, a national event bridging for and non-profits
    • SVP, Physicians Practice Magazine
    • Senior Editor, MGMA

    Education

    • Syracuse University (BA, Journalism & English)
    • State University of New York Stony Brook  (PhD, Comparative Studies & Graduate Certificate, Women’s Studies)

    Memberships and Affiliations

    • Volunteer, Golden Retriever Freedom Rescue
    • Volunteer, Greater Park Hill Community, Inc.
    • Volunteer, Denver Urban Gardens
    Akasha Absher

    Akasha Absher

    Chief Consulting Officer

    Experience

    • Portfolio Manager and Investment at Lucidus Capital Partners (NY) and Caxton Associates (NY), actively managing and trading a $100m long/short portfolio of credit issues
    • VP and Senior Publishing Research Analyst at JP Morgan Securities
    • Analyst and Associate, Enron Corp in high yield and distressed trading, project finance, investment banking and risk management

    Education

    • Series 65 through FINRA
    • Clark Atlanta University (BA, Finance)
    • University of Michigan Ross Business School (MBA)
    • 2015 Graduate of the Denver Metro Chamber’s Leadership Foundation, Leadership Denver

    Memberships and Affiliations

    • Board Member, The Denver Metro Chamber Leadership Foundation
    • Secretary of the Board, Colorado Charter Facility Solutions
    • Board of Advisors member, Colorado Succeeds
    • Credit Committee member, CEDS Finance
    • Denver Business Journal “Who’s Who in Impact Investing – Rocky Mountain Region” (2017, 2018)
    • Previous CEO and Chairperson, The Phoenix Foundation, New York
    • JP Morgan Chase Women’s Fellowship and Consortium for Graduate Study in Management Fellow

    Mike Duffy

    Chief Investment Officer

    Experience

    • Associate Portfolio Manager, Leeb Capital
    • Registered Investment Representative, Charles Schwab

    Education

    • University of Colorado at Boulder (B.Sc.)
    • Chartered Financial Analyst (CFA)
    • Series 65 through FINRA

    Memberships and Affiliations

    • Member of Board of Directors and Finance Committee, Animal Assistance Foundation
    • Member of CFA Institute
    Alex Haun

    Alex Haun

    Chief Investment Officer

    Rheal RadwanyExperience

    • Senior Quantitative Analyst at Watershed Investment Consultants

    Education

    • University of Colorado (BA, Economics)
    • University of Denver (MS, Finance)
    • Chartered Alternative Investment Analyst (CAIA)
    • Chartered Financial Analyst (CFA)

    Memberships and Affiliations

    • CFA and CAIA Member
    • United States Tae-kwon-do Federation 1st Dan Black Belt
    • Eagle Scout of the Boy Scouts of America

    Kevin O'Neill

    Associate Consultant

    Experience

    • Investor Relations Associate, MG Stover
    • Client Processing Analyst, Bank of New York Mellon

    Education

    • State University of New York at Genesseo (BA, Business Administration)

    Memberships and Affliations

    • Special Olympics volunteer
    • Rochester Kidney Walk volunteer
    Lisa Inhulsen

    Lisa Inhulsen

    Administrative Manager

    Experience

    • UBS, Associate
    • Syntrinsic since 2008
    • Nonprofit accounting

    Reach Us

    Do more. Do well. We’ll help.

    3840 York St, Suite 100, Denver CO 80205

    877-296-7110