Colorado Capital Management

Erica Loughrey is a financial advisor at Colorado Capital Management in Boulder, CO, holding a Series 65 credential with four years of industry experience. Her prior work includes a position at Alaska Permanent Capital Management and a four-year tenure at California Polytechnic State. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across about 234 client households. The firm emphasizes a disciplined investment process including written investment policy statements, fundamental analysis, periodic rebalancing, and quarterly reporting, and offers ESG investing along with alternative investments when appropriate.

Lee Strongwater is a financial advisor at Colorado Capital Management in Boulder, CO, with 23 years of industry experience. He holds the Series 66 designation and has been with Colorado Capital Management since 2010. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes long-term fundamental analysis, written investment policy statements, periodic rebalancing, and regular monitoring, with services that include discretionary and non-discretionary portfolio management, retirement-plan advisory, and ESG/sustainable investing options.

Vincent Otterbein is a CFP® with six years of industry experience, currently serving as an advisor at Colorado Capital Management since 2020. He previously worked at Charles Schwab & Co., Inc. and 8z Real Estate. Colorado Capital Management provides investment advisory and planning services to individuals, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million for around 234 client households. The firm emphasizes long-term fundamental analysis, written investment policy statements, and offers both discretionary and non-discretionary portfolio management alongside ESG and alternative investment options.

Andrew Gilson is a financial advisor at Colorado Capital Management in Boulder, Colorado, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Colorado Capital Management since 2007. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes long-term fundamental analysis, written investment policy statements, and regular monitoring and reporting, serving approximately 234 client households with a team of ten advisors.

Zuzana Birova is a financial advisor with Colorado Capital Management in Durango, CO, holding a Series 65 credential and eight years of industry experience. She has worked with Colorado Capital Management since 2017 and previously was self-employed and worked at Deerfield Financial Advisors. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households with a team of ten advisors. The firm emphasizes written investment policy statements, long-term fundamental analysis, and quarterly monitoring, offering discretionary and non-discretionary portfolio management, financial planning, retirement-plan advisory, and ESG/sustainable investing options.

Max Pulitzer is a financial advisor at Colorado Capital Management with five years of industry experience. He holds a Series 65 credential and has previously worked at Pulitzer Family Law and Colorado Wealth Group. Outside of finance, he was involved with Mentoring Through Movement, a nonprofit organization. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households with a team of ten advisors. The firm emphasizes written investment policy statements, long-term fundamental analysis, and quarterly reporting, offering both discretionary and non-discretionary portfolio management along with ESG and alternative investment options.

Jason Black is a CFP®-credentialed financial advisor at Colorado Capital Management with 19 years of industry experience. He previously worked for Jackson National Life Distributors LLC for 13 years before joining Colorado Capital Management in 2021. Outside of his advisory work, he has ownership in a rental property in Denver. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million. The firm emphasizes long-term fundamental analysis, written investment policy statements, and quarterly monitoring, offering discretionary and non-discretionary portfolio management along with ESG and alternative investment options.

Steven Ellis is a financial advisor with Colorado Capital Management in Boulder, CO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Colorado Capital Management since 2000. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes a disciplined investment process that includes written investment policy statements, long-term fundamental analysis, and regular monitoring, offering both discretionary and non-discretionary management along with ESG investing options and third-party manager integration.

Margaret Nugent is a financial advisor at Colorado Capital Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at MAI Capital Management, Harbor Wealth Management, The Millstone Evans Group, Raymond James & Associates, D.A. Davidson & Co., as well as at UBER and LYFT. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm manages approximately $638 million for about 234 client households, focusing on long-term fundamental analysis, written investment policy statements, and quarterly monitoring and reporting.

Emily Lucero is a CFP® with five years of industry experience, currently serving as an advisor at Colorado Capital Management. She previously worked at Raymond James Financial Services from 2016 to 2023 and was self-employed from 2014 to 2016. Outside of her advisory role, Lucero volunteers with the Longmont Community Foundation. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes long-term fundamental analysis and regular monitoring, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.