Meet The Principals

 

 
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Kreighton Beiger, CFA, CFP

Kreighton was most recently Director of Research & Senior Portfolio Manager for Sargent Bickham Lagudis, then an $875 million 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 also worked for a GE Capital company. He began his career valuing privately held companies and minority interests. He is a regular 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.  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 currently serves as a Board Member of The Dairy Center for the Arts, on the Board and Finance Committee of Via Mobility, and as a Board Trustee and Treasurer of the Boulder Rotary Club Foundation, where he is also a club member.  He coaches young ski racers for the Eldora Mountain Ski Club and also volunteers his time to coordinate with club parents. He previously served on the board of The Acorn School for Early Childhood Development and also the Capital Campaign Committee for the Wilderness Early Learning Center. Kreighton has lived in Boulder more than twenty years, and he currently resides in South Boulder with his wife and two children.

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Will Stites, CFA

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 and Australasia for several investment banks including BNP Paribas and JPMorgan.

As the head of fund derivatives for the Asia Pacific region for the latter, his experience is anchored in the due diligence, portfolio building and deal structuring required to navigate investing in the alternative investment space.

Will graduated from Miami University of Oxford, Ohio with a BS in Finance and is a CFA charterholder.  While Will only returned to Boulder in 2011, his family has been Colorado bound for over 30 years.  He lives in North Boulder with his wife and two daughters.

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.  

Sean Gonzalez

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Shirley Roberts

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Janice Price

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