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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Thomas H

Series 63, Series 65

Forest Hills, NY

Acorn Capital Partners, LLC

Thomas Horan is a financial advisor at Acorn Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Acorn Capital Partners since 2013. Outside of his advisory role, he is CEO and director of Cell Call, LLC, a smartphone app development company. Acorn Capital Partners provides discretionary and non-discretionary portfolio management to individuals, investment companies, charitable organizations, corporations, and other entities, including higher-net-worth and accredited investors. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods, using both long- and short-term strategies and derivatives when suitable.

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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Matthew S

Series 63, Series 65

Forest Hills, NY

Acorn Capital Partners, LLC

Matthew Seymour is a financial advisor at Acorn Capital Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spartan Capital Securities, LLC, Acorn Capital Partners, and runs Seymour Accounting PA, an accounting services business. Acorn Capital Partners provides discretionary and non-discretionary portfolio management primarily for higher-net-worth and accredited investors. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including the use of derivatives and performance-based fee arrangements for qualified clients.

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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