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William K
CFA®, Series 63
Boulder, CO
Castle Pines Investment Management LLC
William Knorr is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Castle Pines Investment Management LLC in Boulder, CO. He holds a Series 63 license and has spent the past several years engaged in extended travel. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, retirement plans, and foundations. The firm uses a combination of macroeconomic analysis, fundamental equity research, and technical analysis within a structured investment policy framework to manage a concentrated client base.
Oliver H
Series 63, Series 65
Castle Rock, CO
Castle Pines Investment Management LLC
Oliver Hickel III is a financial advisor at Castle Pines Investment Management LLC with 26 years of industry experience. He has been with the firm since 1999 and holds Series 63 and Series 65 designations. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, related trusts, retirement plans, and foundations. The firm manages a limited number of client relationships using a written Investment Policy Statement and combines macroeconomic analysis with equity, bond, and technical research to guide investment decisions.
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