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Portfolio Management Team:
Mark M. Adelmann, CFA, CPA (inactive)
Portfolio Manager*

   
Joined Investment Adviser
: 1995

* Portfolio Manager since June 3, 2002

1995 to Present: Denver Investments
1979 to 1995: Deloitte & Touche, Senior Manager
Education: BS – Oral Roberts University
Member of the CFA Institute and the CFA Society of Colorado
Member of the American Institute of CPAs and the Colorado Society of CPAs

 
Troy Dayton, CFA
Portfolio Manager*

Joined Investment Adviser: 2002

* Portfolio Manager since December 1, 2003

2002 to Present: Denver Investments
2001 to 2002: Jurika and Voyles, Equity Research Analyst
1998 to 2001: Dresdner RCM Global Investors, Equity Research Associate
1996 to 1998: Jurika and Voyles, Equity Research Associate
1996: Citibank, Trading Support Officer
Education: BSB – Colorado State University
Member of the CFA Institute and the CFA Society of Colorado

 
Kris Herrick, CFA
Portfolio Manager*

Joined Investment Adviser: 2000

* Portfolio Manager since December 1, 2003

2000 to Present: Denver Investments
1997 to 2000: Jurika and Voyles, Financial Services Analyst
Education: BA and BS – University of Northern Colorado
Member of the CFA Institute and the CFA Society of Colorado

 
Derek Anguilm, CFA
Portfolio Manager*

Joined Investment Adviser: 2000

* Portfolio Manager since December 1, 2003

2000 to Present: Denver Investments
1999: Everen Securities, Research Assistant
Education: BS – Metropolitan State College of Denver
Member of the CFA Institute and the CFA Society of Colorado

 
Lisa Z. Ramirez , CFA
Portfolio Manager*

Joined Investment Adviser: 1993

* Portfolio Manager since April 30, 2009

1989 to Present: Denver Investments
Education: BS – University of Colorado; MBA – Regis University
Member of the CFA Institute and the CFA Society of Colorado


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