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Blue Ox Capital Management, Inc.

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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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Rodrigo C

Series 63, Series 65

Tenafly, NJ

Blue Ox Capital Management, Inc.

Rodrigo Curiel is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CitiGroup Global Markets Inc. and CitiBank. Since 2021, he has been with Blue Ox Capital Management, where he serves as one of two advisors. Blue Ox Capital Management provides advisory services primarily to high-net-worth individuals, focusing on asset allocation across a range of investment vehicles. The firm directs clients to third-party investment advisers and emphasizes manager selection and asset allocation without managing portfolios directly or taking custody of client assets.

Options & derivatives strategies Private / alternative investments Active portfolio management
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Christian C

Series 66

Tenafly, NJ

Blue Ox Capital Management, Inc.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Blue Ox since 2015. Blue Ox Capital Management provides advisory services primarily to high-net-worth individuals, focusing on manager selection and asset allocation across a range of investment products without taking custody of client assets. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to recommend both long- and short-term strategies, including options trading where appropriate.

Options & derivatives strategies Private / alternative investments Active portfolio management
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