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Gerard O

Series 63, Series 66

Denver, CO

Larimer Capital Corporation

Gerard Oloughlin is a financial advisor at Larimer Capital Corporation with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Larimer Capital since 2010. Outside of his advisory role, he is involved in traditional life insurance sales and works seasonally in ski pass sales for Vail Corporation. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients who control privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop individualized investment policies and offers both discretionary and non-discretionary portfolio management, including access to third-party money managers and comprehensive financial planning.

Concentrated stock management Tax-loss harvesting Retirement withdrawal strategies Roth conversion strategy Business exit / sale strategy Founder/Business Owner
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Adam C

CFP®, Series 63

Denver, CO

Larimer Capital Corporation

Adam Carmel is a CFP® with 43 years of experience in the financial services industry. He has been with Larimer Capital Corporation since 1986, following a brief period at Avior Wealth Management, LLC. Based in Denver, CO, he holds a Series 63 license. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients controlling privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop and implement individualized investment policies and offers both discretionary and non-discretionary portfolio management.

Concentrated stock management Tax-loss harvesting Retirement withdrawal strategies Roth conversion strategy Business exit / sale strategy Founder/Business Owner
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