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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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David L

Series 65

New York, NY

American Capital Management Inc

David La Valle is a financial advisor at American Capital Management Inc with 18 years at the firm and six years of industry experience. He holds a Series 65 designation and is based in New York, NY. American Capital Management provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients. The firm employs a long-term, low-turnover investment approach focused on fundamental research and manages assets with an emphasis on small- and medium-sized growth companies, complemented by fixed-income holdings and a sector tilt toward healthcare and technology.

Active portfolio management Concentrated stock management Wealth management Founder/Business Owner
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Kristin G

CFA®, Series 65

New York, NY

American Capital Management Inc

Kristin Gamble is a CFA® charterholder with 32 years of industry experience. She has been with American Capital Management, Inc. since 2015. The firm provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients, focusing on small- and medium-sized growth companies with a sector emphasis on healthcare and technology. American Capital Management employs a long-term, low-turnover investment approach supported by fundamental research and also manages a UCITS fund.

Active portfolio management Concentrated stock management Wealth management Founder/Business Owner
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Mary Catherine M

CFA®

New York, NY

American Capital Management Inc

Mary Catherine Mcrae is a CFA® charterholder with 16 years of experience at American Capital Management, Inc., where she has worked since 2010. Based in New York, NY, she has focused her career within this multi-team firm. American Capital Management provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients. The firm emphasizes fundamental research and manages portfolios with a focus on small- and medium-sized growth companies, complemented by convertible and fixed-income holdings.

Active portfolio management Concentrated stock management Wealth management Founder/Business Owner
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