Boulder, CO Office

Erica Loughrey is a financial advisor at Colorado Capital Management with four years of industry experience. She holds a Series 65 credential and has worked at Colorado Capital Management since 2021, with prior experience at Alaska Permanent Capital Management and 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 234 client households. The firm focuses on long-term fundamental analysis, written investment policy statements, and regular monitoring, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services.

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 seven years of industry experience, currently an advisor at Colorado Capital Management in Boulder, Colorado. Before joining Colorado Capital Management in 2020, he worked at Charles Schwab & Co., Inc. and 8z Real Estate. 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. The firm emphasizes a written investment policy, long-term fundamental analysis, regular rebalancing, and quarterly reporting, offering discretionary and non-discretionary portfolio management along with ESG investment options and retirement-plan advisory.

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.

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 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including MAI Capital Management, Harbor Wealth Management, and Raymond James & Associates. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes written investment policy statements, long-term fundamental analysis, and quarterly monitoring, offering both discretionary and non-discretionary portfolio management along with ESG investing options and alternative investments when appropriate.

Emily Lucero is a CFP® with five years of industry experience, currently serving as a financial advisor at Colorado Capital Management. She previously worked at Raymond James Financial Services from 2016 to 2023. Outside of her advisory role, she volunteers with the Longmont Community Foundation. 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, emphasizing written investment policy statements, long-term fundamental analysis, and quarterly reporting.