Ed is responsible for the management, strategy, and asset allocation of CIG’s capital market investments portfolio, where he oversees the public equity, hedge fund, and private equity portfolios. Ed has more than 20 years of experience working at investment companies in leadership positions, as well as portfolio management and research and analysis roles. Prior to joining CIG, Ed was an Analyst for the award-winning Leisure Fund at Invesco, which was named the Best Consumer Services Fund (10 Years) by Lipper in 2009. Ed holds a Bachelor’s degree in Accounting and earned his MBA. He is a CFA charterholder and an inactive CPA.
Dan provides primary coverage of the technology, telecom, financials, materials and utilities sectors for the public equity portfolio, as well as venture capital investments. Prior to joining CIG, he was a Vice President at Keating Investments, a Denver-based late-stage venture capital firm. Prior to that role, Dan was a Director and Sr. Analyst at Oppenheimer & Co., providing equity research coverage of the semiconductor industry. Dan received an MBA from the University of California at Berkeley, Haas School of Business, and graduated cum laude from Princeton University with a BA in Political Science (Program in Political Economy).
Kelly provides primary coverage of the industrials, healthcare, energy, and consumer sectors for the public equity portfolio. He also provides oversight and analysis of outside hedge fund and private equity managers. He previously covered industrial and environmental services as a Sr. Research Associate at Raymond James. Kelly holds a Bachelor’s degree in Accounting from the University of Notre Dame and an MBA from Babson College. He is a CFA charterholder and an inactive CPA.
Alex provides primary coverage of the consumer and financial sectors for the public equity portfolio. Prior to joining CIG, he served in the roles of a Senior Analyst at Wells Fargo supporting their Energy Corporate Banking group and Senior Data Analyst at ALPS Fund Services. Alex holds a Bachelor of Science degree in Business Administration with a Concentration in Finance from Colorado State University. Alex is a CFA charterholder.