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Denver, CO Office

Team
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Triumph Capital Management logo

Triumph Capital Management

Team

Firm-wide stats for Triumph Capital Management

Total advisors

14

Across 2 offices

Clients per advisor

157 Very High

Avg AUM per client

$281,365 Very Low

HNW client ratio

17% Low

About

Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), families, small businesses, foundations, trusts, and estates. The firm also offers model‑based programs and access to third‑party asset managers, including a platform‑specific “Managed by TCM at Security Benefit” program and an in‑house Triumph Turnkey Asset Management Program (TTAMP).

The firm’s investment process combines fundamental, cyclical, and technical analysis and may employ long‑ and short‑term holdings, options, derivatives, alternative investments, and cryptocurrency allocations when suitable for a client’s objectives. For program participants, Triumph uses model portfolios—including a tactical Security Benefit model that rotates across commodities, REITs, fixed income, and equities—and TTAMP models that are managed at the model level rather than being individually personalized and can be subject to allocation constraints for smaller accounts.

Several operational and conflict‑of‑interest features distinguish the firm from many peers: it reports no firm‑imposed account minimums, runs a Security Benefit program that is limited to the funds available on that platform, and maintains related‑party arrangements (an affiliated insurance agency and a firm‑affiliated private foundation that compensates the firm). The brochure also discloses use of a third‑party class‑action claims monitor (Chicago Clearing Corporation, which retains a portion of recoveries), and notes that Triumph does not accept proxy‑voting authority for client securities.

Based on Triumph Capital Management

Expertise

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Based on Triumph Capital Management

Occupation focus

Founder/Business Owner Executive

Based on Triumph Capital Management

Location

1610 Wynkoop Street, Suite 550

Denver CO 80202

Advisors at this office

13

Advisors at this office

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Gregory S

Series 63, Series 65

Denver, CO

Triumph Capital Management

Gregory Schowe is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks and J P Turner & Company Capital Management. Schowe also engages in insurance sales through an affiliated agency, spending limited time on this activity. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base ranging from individual investors to foundations and estates. The firm employs a multifaceted investment approach, utilizing fundamental, cyclical, and technical analysis, and offers model-based programs alongside access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian S

Series 66

Denver, CO

Triumph Capital Management

Brian Stark is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Triumph Capital Management since 2016 and previously worked at Cetera Advisor Networks and Summit Financial Group. Stark also serves as an insurance agent through an affiliated agency offering fixed and long-term care insurance policies. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan C

Series 65

Denver, CO

Triumph Capital Management

Ryan Cook is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 65 designation and 19 years of industry experience. He has been with Triumph since 2016 and previously worked at firms including Cetera Advisor Networks, Summit Financial Group, and J P Turner & Company Capital Management. Outside of advising, Cook is involved in insurance-related activities through affiliated entities offering fixed and long-term care insurance and property and casualty insurance. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, foundations, trusts, and estates. The firm employs a multi-faceted investment approach utilizing fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel M

Series 66

Denver, CO

Triumph Capital Management

Daniel Mayer is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, he hosts an educational finance and investment podcast. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and trusts. The firm’s investment approach integrates fundamental, cyclical, and technical analysis and utilizes a range of strategies and model portfolios tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jamar A

Series 63, Series 65

Denver, CO

Triumph Capital Management

Jamar Anderson is a financial advisor at Triumph Capital Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Summit Wealth Group, Charles Schwab, USAA financial planning services, and T. Rowe Price. Anderson is also a licensed life insurance agent, engaging in life insurance sales related to client goals. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm employs a diversified investment approach that includes fundamental, cyclical, and technical analysis, utilizing various asset classes and strategies tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James P

Series 66

Denver, CO

Triumph Capital Management

James Peters is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked with several firms, including Cetera Advisor Networks and Summit Financial Group. Outside of advisory services, he is an insurance agent offering fixed, long-term care, and disability insurance through an affiliated agency. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, and institutions. The firm utilizes a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy W

Series 63, Series 65

Denver, CO

Triumph Capital Management

Timothy Waters is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera Advisor Networks and Summit Financial Group. Waters is also an insurance agent with Triumph Capital, LLC, where he assists in placing insurance policies aligned with clients’ financial plans. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brandon D

Series 66

Denver, CO

Triumph Capital Management

Brandon Drespling is a financial advisor at Triumph Capital Management in Denver, CO, with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Brokerage Services before joining Triumph in 2016. Drespling also serves as the Treasurer and a board member of the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm’s investment approach incorporates fundamental, cyclical, and technical analysis, employing various asset classes and strategies tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Cory R

Series 66

Denver, CO

Triumph Capital Management

Cory Robinson is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has previously worked at firms including Cetera Advisor Networks, Summit Financial Group, and Edward Jones. Robinson also serves as an insurance agent with Triumph Capital, LLC, focusing on fixed, long-term care, and disability insurance in coordination with client financial plans. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, and institutional clients. The firm employs a multifaceted investment approach using fundamental, cyclical, and technical analysis and offers model-based programs and third-party asset manager access tailored to various client objectives.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shea W

Series 66

Denver, CO

Triumph Capital Management

Shea Winkeller is a financial advisor at Triumph Capital Management in Denver, CO, with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Winkeller is also licensed as an insurance agent through Triumph Capital, LLC, where he provides fixed and long-term care insurance solutions. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individual investors, families, small businesses, and institutional clients. The firm employs a multifaceted investment approach using fundamental, cyclical, and technical analysis and manages both model-based and personalized portfolios across various asset classes.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Derek E

Series 66

Denver, CO

Triumph Capital Management

Derek Eichenwald is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 license and having 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Summit Financial Group. He serves as president and a board member for the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a blend of fundamental, cyclical, and technical analysis using various investment strategies and offers model-based programs alongside access to third-party managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher K

CFP®, Series 63, Series 65

Denver, CO

Triumph Capital Management

Christopher Kolker is a CFP® with 27 years of industry experience, currently serving at Triumph Capital Management since 2025. His prior roles include nine years at Bay Colony Advisors, two years at SCF Investment Advisors, and nine years at Equitable Advisors. Outside of his advisory work, Kolker serves as a Colorado State Senator. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a range of investment strategies, including fundamental and technical analysis, and utilizes model-based programs alongside access to third-party asset managers.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brent M

Series 63, Series 65

Denver, CO

Triumph Capital Management

Brent Mcgibbon is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Triumph Capital Management since 2021 and previously spent six years at Naples Asset Management Company, LLC. He is also a board member of the Rocky Mountain Jaguar Club. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and utilizes various asset classes and investment strategies tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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