Kreighton Bieger, CFA, CFP®
Prior to co-founding KilterHowling, Kreighton was Director of Research & Senior Portfolio Manager for Sargent Bickham Lagudis, (now Colorado Financial Management), then an $875m investment advisory firm. Previously, he was a member of the equity research team of Janus Capital Group, a fixed income analyst for one of the country’s largest corporate credit unions and worked for a GE Capital company. He began his career valuing privately held companies and minority interests. He is a member of the advisory board for the Institutional Investor’s RIA Forum conferences where he has spoken on topics including benchmarking, fixed income portfolio management and alternative asset portfolio construction.
His experience includes asset allocation, portfolio management, security selection, business valuation and credit analysis. He is focused on designing portfolios that deliver risk-return profiles that help clients achieve their financial goals and sleep well at night.
Kreighton holds a B.S. in Business (Finance) from the University of Colorado Boulder where he graduated With Distinction. He has earned the right to use the Chartered Financial Analyst designation and is a member of the Colorado CFA Society. Kreighton is also a CERTIFIED FINANCIAL PLANNER™ professional. While at GE Capital Kreighton completed training in Six Sigma Green Belt quality, financial statement analysis and situational negotiation.
He is actively involved in the community and has previously served as Board Director and Treasurer of The Dairy Arts Center, on the Board and Finance Committee of Via Mobility, as Board Director for The Acorn School for Early Childhood Development and also the Capital Campaign Committee for the Wilderness Early Learning Center, and as a Board Trustee and Treasurer of the Boulder Rotary Club Foundation, where he was also a club member. He coaches young ski racers for the Eldora Mountain Ski Club. Kreighton has lived in Boulder more than twenty years, and he currently resides in South Boulder with his family.
Will Stites, CFA
Prior to co-founding KilterHowling, Will was Managing Director at Frontier Asset Management – a $1b+ asset manager serving the RIA space. Prior to that Will spent the majority of his career working in New York, Asia, and Australia for investment banks including Zurich Capital Markets, BNP Paribas and JPMorgan.
Will primarily worked in equity and fund derivatives throughout his career structuring portfolios of hedge funds, equity, commodity and fixed income exposure for ultra high net worth and institutional clients. After years meeting with some of the world's most sophisticated asset managers, his experience is anchored in the due diligence, portfolio building and deal structuring required to navigate investing in the alternative investment space.
His philosophy of investing learned over these many years mandates looking at both risk and return. Will's experience includes building investable alternative benchmarks, statistical return series analysis, using derivatives to breakdown financial problems, and of course conducting manager due diligence. He is intent on making sure that the KilterHowling portfolios continue to serve its members and clients well.
Will graduated from Miami University of Oxford, Ohio with a BS in Finance and is a CFA charterholder.
Will is proud to be a board member for Western Resource Advocates (WRA). WRA uses law, science, and economics to craft innovative solutions to the most pressing conservation issues in the West. Their three core conservation program areas are: Clean Energy, Healthy Rivers, and Western Lands. Will also serves on the Investment Committee of The Community Foundation of Boulder.
Will grew up in Akron, Ohio. He has had extended family on the Front Range for over 30 years. He now lives in North Boulder with his wife Jessica and two daughters.
Dawn Oehlerich, CFP®
Dawn was the Principal Owner of Alba Capital Management in Whitefish, MT for the last 10 years prior to joining KilterHowling. Beginning her career as an advisor in 1986, she completed her CFP designation in 1994. Her business philosophy is centered on putting clients first with service and expertise.
Dawn grew up in southern Alberta, in a ranching community, one of seven children. Her education included a Major in French and Linguistics at Utah State University and the University of Montana.
Dawn has for many years been active in the Conservation community of Montana, serving as a Board Member of MEIC and the Flathead Land Trust. She has also been a certified Race Administrator for US Skiing serving on the board of USSA. Her two children competed as top level ski racers for Middlebury College, Montana State University and the Naval Academy. At present, Dawn loves to ski locally with her six grandchildren. Hiking in Glacier National Park isn’t so bad either!
Samadhi graduated from the University of Colorado Boulder in May of 2017 with a double major in Mathematics and Economics. She took accelerated coursework to complete her BA in three years. Samadhi has her series 65, passed the CFA Exam Level I and is a CFA Level II Candidate.
Samadhi lives in Denver but is originally from Boulder. She enjoys working five minutes from the Flatirons.