GHP Investment Advisors Inc

Sebrina Ivey is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding the PFS™ designation and Series 65 license with 13 years of industry experience. She has been with GHP Investment Advisors since 2012. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach, emphasizes fundamental analysis with a long-term investment focus, and offers additional services such as tax preparation through an affiliated family office.

Carin Wagner is a CFP® with 20 years of industry experience and holds a Series 63 license. She has been with GHP Investment Advisors since 2005. Wagner is based in Denver, CO. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through fundamental analysis and a long-term investment approach. The firm offers discretionary and non-discretionary portfolio management, financial planning, and acts as general partner of a private investment partnership.

David Power is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and has prior experience at Brown & Brown. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and focuses on fundamental analysis with a tilt toward longer-term equity and fixed-income holdings.

Sean Tully is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and five years of industry experience. He has worked at GHP Investment Advisors since 2021 and previously held positions at MWS Capital Consultants LLC and Chicago Partners. Sean’s background also includes roles at DePauw University and Loyola Academy. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based investments. The firm employs fundamental analysis with an emphasis on long-term holdings in Israeli stocks and bonds, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Jason Kitner is a financial advisor with Israel Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at GHP Investment Advisors and TradeStation Securities. Outside of his advisory work, he co-owns an online retail business with his wife. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-centric investments through fundamental analysis and offering both discretionary and non-discretionary portfolio management. The firm also serves as general partner of a private investment partnership that primarily invests in Israeli securities.

Barbara Terrazas is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at GHP Investment Advisors Inc in Denver, CO since 2013. She works within a multi-team environment at a firm with 22 advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm employs a team-based approach, beginning client relationships with financial planning or data-gathering reviews and typically focusing on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

Nicole Smith is a financial advisor at Israel Investment Advisors, LLC with Series 63 and Series 65 credentials. She has one year of industry experience, including prior roles at GHP Investment Advisors, Inc. and EP Wealth Advisors. Israel Investment Advisors, LLC is an SEC-registered firm managing approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes long-term investments in Israeli stocks and bonds supported by fundamental analysis and also manages a private investment partnership as general partner.

Michelle Mills is a financial advisor at Israel Investment Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at GHP Investment Advisors, Kummer Financial Strategies, and FIDELITY Brokerage Services LLC. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and long-term investments in Israeli stocks and bonds, while also managing a private investment partnership as a general partner.

Ernesto Montes is a CFP® and Series 65 licensed financial advisor with nine years of industry experience. He has worked at GHP Investment Advisors since 2019 and previously was with The Fiduciary Group, LLC from 2016 to 2019. Prior to his advisory career, he held roles at the University of Pennsylvania in multimedia services and other capacities. GHP Investment Advisors offers discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team approach and fundamental analysis with a focus on longer-term equity and fixed-income holdings, and it also provides tax preparation through an affiliated family office.

Carla Kutnick is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Before joining GHP Investment Advisors in 2023, she worked at Imprint Events from 2018 to 2022. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and a fundamental analysis-driven investment process, often starting with financial planning to tailor portfolios to client needs.

Robert Sutphin is a financial advisor at Israel Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at GHP Investment Advisors and SS&C Technologies. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds and serves as general partner of a private investment partnership.

Makenna Herbert is a financial advisor with GHP Investment Advisors Inc in Denver, CO. She holds Series 63 and Series 66 licenses and has one year of industry experience, including time at Charles Schwab & Co., Inc. prior to joining GHP. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and uses fundamental analysis with a focus on longer-term equity and fixed-income holdings.

Brian Friedman is a CFA® charterholder with 26 years of industry experience. He has been with GHP Investment Advisors Inc in Denver, CO since 1999. Friedman also serves as president of Israel Investment Advisors, an affiliated advisor of GHP Investment Advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach to portfolio management, typically beginning relationships with financial planning and using fundamental analysis focused on longer-term equity and fixed-income holdings.

Reed Mccoy is a CFP® with 12 years of industry experience, currently serving at Israel Investment Advisors, LLC. He has worked previously at CAPTrust and has been with GHP Investment Advisors since 2017. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through both discretionary and non-discretionary portfolio management. The firm emphasizes a long-term, fundamental analysis approach to investing in Israeli stocks and bonds, and acts as general partner of a private investment partnership.

Michael Sullivan is a CFP® with 17 years of industry experience and holds Series 63 and Series 65 licenses. He is affiliated with Israel Investment Advisors, LLC and has worked at Ghp Investment Advisors, Inc. since 2008. Israel Investment Advisors, LLC is an SEC-registered investment adviser managing approximately $46 million for high-net-worth individuals and institutional clients. The firm focuses on Israel-based securities using fundamental analysis and provides discretionary and non-discretionary portfolio management along with financial planning services.