Trail Ridge Investment Advisors, LLC

Mark Kerwood is a CFA® charterholder with nine years of industry experience, currently serving at Trail Ridge Investment Advisors, LLC since 2019. Prior to this, he spent ten years at First National Bank of Omaha. Outside of his advisory role, he co-founded Acuto Ventures, a strategic consulting and multimedia production company, and serves as Treasurer of the local Adventure West Council of the Boy Scouts of America. Trail Ridge Investment Advisors, LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm employs model allocations based on modern portfolio theory, offers a subscription service called Trailhead, and is affiliated with Trail Ridge Trust Company, LLC, which provides trust management services.

Jennifer Sherman is a CFP® professional with six years at Trail Ridge Investment Advisors, LLC and Trail Ridge Trust Company, LLC, and 12 years of prior experience at MidFirst Bank. She serves as Director of Trust Services & Planning at Trail Ridge Trust Company. Sherman is also Treasurer of St. John's Cathedral in Denver, where she chairs the Finance Committee and manages the parish's financial reporting and budgeting. Trail Ridge Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth investors, as well as trusts and some institutional clients. The firm employs model allocations based on modern portfolio theory, offers a subscription service called Trailhead, and is affiliated with Trail Ridge Trust Company, which provides trust management services.

David Jordan is a CFA® charterholder with seven years of industry experience. He has worked at Trail Ridge Investment Advisors, LLC since 2018 and previously spent four years at Wells Fargo Private Bank. Outside of his advisory role, he serves on the Board of Trustees for the University of Colorado Foundation and is a member of the Investment Committee for Fort Lewis College. Additionally, he works as a wilderness experience driver for the Broadmoor Hotel in Colorado Springs. Trail Ridge Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm uses model allocations based on modern portfolio theory and offers a subscription service called Trailhead, which includes on-call advice and an index fund–based portfolio option.

David Jones is a CFP® professional with nine years of experience, currently serving at Trail Ridge Investment Advisors, LLC and Trail Ridge Wealth Management, Inc. since 2017. His background includes work at Colorado State University from 2015 to 2018. Trail Ridge Investment Advisors, LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth investors, as well as trusts and institutional clients such as insurance companies. The firm employs model allocations based on modern portfolio theory, uses a mix of mutual funds, ETFs, and derivatives strategies, and operates a subscription service called Trailhead targeting early-career professionals.

Peter Loritz is a financial advisor at Trail Ridge Investment Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Trail Ridge-affiliated firms since 2017, following a brief tenure at First National Bank of Omaha. Outside of his advisory role, Mr. Loritz serves as a volunteer board member for the Spring Creek Farms North Homeowners Association in Fort Collins, Colorado. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm offers a subscription service called Trailhead, which includes on-call advice and an index fund–based portfolio option, and incorporates model allocations, derivatives strategies, and trust management through its affiliation with Trail Ridge Trust Company, LLC.

Jeffrey Kadavy is a financial advisor with Trail Ridge Investment Advisors, LLC in Fort Collins, Colorado, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at multiple affiliated entities within the Trail Ridge group since 2017 and previously at MidFirst Bank. Outside of his advisory role, he is the President and CEO of Trail Ridge Trust Company, LLC, and owns Qapla Consulting LLC, a fiduciary oversight consulting firm. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as trusts and some institutional clients. The firm employs model allocations based on modern portfolio theory, offers a subscription-based advisory service called Trailhead, and is affiliated with a trust company that supports its client trust services.

David Trigg is a financial advisor with Trail Ridge Investment Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at PSL Medical Center and National Jewish Hospital. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm employs model allocations based on modern portfolio theory, periodic rebalancing, and a mix of mutual funds, ETFs, and other instruments, and offers a subscription service called Trailhead for on-call advice and index fund portfolios.

Jack Mannschreck is a financial advisor at Trail Ridge Investment Advisors, LLC in Fort Collins, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wildcat Investment Value Fund and Financial Planning Solutions RI. Before entering the financial industry, he worked in the food service sector. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm uses model allocations based on modern portfolio theory and offers a subscription service called Trailhead that includes on-call advice and index fund–based portfolios.