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.
Elizabeth holds a B.A. degree from University of Phoenix with emphases in Finance and Accounting and M.B.A with emphasis in Finance and Accounting from Regis University. She holds her Series 7, 24 and 66 registrations.
Elizabeth was born and raised in California and moved to Colorado as a young adult. Elizabeth enjoys running, working out at the gym, hiking and spending time with friends and family. She lives in Highlands Ranch with her husband Jim, son Tyler and Goldendoodle Champ.
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.
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.
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. Tom has recently taken the CFA Level III test
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.
Prior to joining Transamerica Asset Management in July 2014, Pete spent 15 years working at State Street Bank in various roles and locations including Boston, MA and Kansas City, MO. Pete left State Street as a Vice President of Fund Administration.
Pete obtained his BS in Business Management from the University of Massachusetts, Dartmouth.
In his free time, Pete stays busy helping his wife chase their 3 daughters and goldendoodle around the house and shuttling them around to their various activities. He has embraced all Colorado has to offer and enjoys skiing with his family in the winter and traveling around the state checking out all of the great hiking trails, camping spots and music venues.
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.
Gary earned his Bachelor of Science in Accounting and Finance from Metropolitan State University of Denver, Colorado where he graduated summa cum laude.
Gary was born and raised in Colorado. He enjoys skiing, hiking, climbing, and spending time with his wife and family.
Beth graduated Cum Laude from Colorado State University, and has been a Colorado CPA since 2001.
Chief of Staff