Founder, Managing Director
J.B. earned the Certificate in Investment Performance Measurement (CIPM) and holds a Bachelor of Science degree in Business Administration from the University of Colorado and a Master’s of Business Administration from the University of Denver.
Family time, cycling and skiing are some of J.B.’s favorite past-times. J.B. and his wife are Colorado natives. They live in Denver with their three young kids and two guinea pigs (regrettably).
Prior to joining ArrowMark Partners, he served in senior level management positions with Dividend Capital Investments and ALPS Fund Services. Derek graduated from the University of Colorado with both a bachelor’s degree and a master’s degree in Finance. He currently serves on the Board of Concierge Technologies.
Derek is a Colorado native and tries to play golf and tennis with his wife and two daughters as much as possible. They live in Denver with their golden Oxford.
Sheevani received her J.D. from New England Law | Boston, in Boston, MA and her B.S. in Business Administration, co-concentrating in economics and international business from Drexel University in Philadelphia, PA. She is licensed to practice law in the Commonwealth of Massachusetts and has previously held FINRA Series 7 and Series 24 registrations.
In her spare time, Sheevani enjoys spending quality time with family and friends, being outdoors, traveling, hiking, dancing, and most importantly, hanging out with her husband and pup, Zach and Ollie.
Chris received his B.A. from The University of Colorado Boulder in Economics. He currently serves on the Help For Children Denver Board.
Chris is a native of New Jersey but has spent his adult life in Colorado. Chris enjoys biking, golfing, traveling and spending time with his family. He lives in Denver with his wife Katie and sons Cooper and Miles.
Cory began his career at Citibank and held progressive operational, compliance, program management and global client relationship roles over an 18-year tenure. After Citi, he joined SS&C ALPS as the Chief Compliance Officer. As CCO for SS&C ALPS, he held responsibilities for firm compliance, AML, risk management, portfolio compliance, internal audit, vendor oversight and outsourced CCO services. In addition to serving as the CCO for SS&C ALPS, Cory also served as Fund CCO for:
SPDR S&P 500 ETF Trust, SPDR DJIA ETF Trust, and SPDR S&P MidCap 400 ETF Trust with aggregate AUM in excess of $350 billion.
In support of a growth culture, Cory is known for enhancing processes, creating efficiencies, increasing revenues and successfully working with multiple regulators throughout the exam process. In addition to his day-to-day responsibilities, Cory prides himself on genuine relationships with clients and boards.
Cory holds a degree from Heidelberg University, FINRA Series 7 and ACAMS Certification.
Marcie earned her Bachelor of Science degree in Business Administration from the University of Kansas.
In her free time, Marcie enjoys concerts, traveling and spending time with friends and family, particularly her husband, daughter and son.
Tom earned his Master of Science in Finance from the University of Colorado and his Bachelor of Arts in Economics from the University of Denver. He has passed Level I of the CFA Program.
He enjoys bicycling to Boulder when he is not studying for the CFA Program.
Stephanie earned her Bachelor of Science degree in Finance from Colorado State University- Fort Collins.
Stephanie is a Colorado native and moved to Denver after college. In her free time, she enjoys spending time with her family.
Xavier received his B.A. from The University of Colorado Boulder in Finance.
Xavier was born and raised a Colorado native. He enjoys traveling the world, golfing, snowboarding, and going on walks with his Husky.
Scott earned his Bachelor of Science in Business Administration and Finance from Regis University in Denver, Colorado where he graduated with honors and was a four-year NCAA Men’s Soccer student athlete.
Scott is a Colorado native, born and raised in Greenwood Village. In his free time Scott enjoys playing golf and squash, backpacking, and skiing.
Beth graduated Cum Laude from Colorado State University, and has been a Colorado CPA since 2001.