Dreams. Into Actions. Into Results.
At Gill Capital Partners,
we want you to understand the Capital Difference. It's about
unique product offerings — not the product that every other financial
advisor is pushing, but the kinds that turn your dreams into
plans into results. It's about better service — forming lasting
relationships with clients and doing business the way you want
to do business. It's about knowing that when it comes to our
success, we are only as good as your word.
As a Gill Capital Partners client you will have a single relationship
manager. One person who knows you and understands your goals.
Whether you want to talk to your relationship manager every quarter
or every day, you are guaranteed the same, single point of contact.
Your relationship manager is supported by a client service manager
and if your needs warrant, input from the staff Certified Financial
Planner™ (CFP®) and Certified Public Accountant (CPA).
Gill Capital Partners is a non-traditional, traditional financial
services firm with three distinct service areas, each having
a primary client base:
Wealth Management for the individual investor
Institutional Services for banks and public entities, including
Colorado municipalities
Corporate services for entrepreneurs and established businesses.
Currently, Gill Capital Partners oversees over $550 million
in assets.
Gill Capital Partners strives to impact and affect the financial
community of Colorado. To that end, we have strategic memberships
in several organizations:
Firm History
Founded in 1983 by Charles and Ted Gill, Gill Capital Partners has been reinvented
through the vision and commitment of current principals James O'Brien and John
Winslow.
Formerly known as Gill & Associates,
the company got its start in 1983 under the direction and
leadership of Charles Gill. Filled with entrepreneurial spirit
after more than 25 years working as a broker in the downtown
Denver offices of Boettcher and Company, Gill decided to
open his own business.
Less than a year later, Gill & Associates
entered into an investment advisory relationship with the
Independent State Bank of Colorado (ISBC), a banker's bank
formed by eighty-five of the state's independent banks. Through
ISBC, Gill & Associates managed bank portfolios with
combined assets over $500 million — their foray into what's
now known as Institutional Services. In May 1991, the company
parted ways with ISBC, but today remains active with the
Independent Bankers of Colorado. Colorado community banks
have grown accustomed to Gill & Associates' unparalleled
service.
In 1988, under the leadership of Charles'
son, Ted Gill, Gill & Associates formed and became the
Investment Advisor/Administrator for CSAFE, a local government
investment pool for Colorado government entities. The highly
regarded Standard and Poor's fund profile cited CSAFE's
"credit quality, market price exposure and management,
together with its conservative investment practices and strict
external controls", as the basis for issuing its rating
of AAAm. Gill & Associates managed this trust for 12
years before the management contract was sold in 2000.
Ted Gill retired in 2004, having sold the
firm to James O'Brien and John Winslow of O'Brien Capital
Management, a wealth management company. In December 2005,
Gill & Associates and O'Brien Capital Management formally
merged to become Gill Capital Partners, Inc.
At Gill Capital Partners, the client comes
first — always. It is our highly skilled, personable team
that allows us to deliver that client promise consistently.
So we invite you to get to know our people. And hopefully
very soon, we will get to know you.
James
O'Brien, CFP® Managing Partner and CCO
James wanted to start a financial services
business different from the industry standard — a firm where
the needs of the client surpassed the needs of the firm.
A firm where clients could expect personal service, unbiased
advice and custom solutions. That firm is Gill Capital Partners.
James has been serving clients in the financial
services industry since 1986. James brings a wide range of
experience to his client relationships including fixed income,
equity trading, insurance, risk management, comprehensive financial
planning, and portfolio design and allocation strategies. Prior
to joining Gill Capital Partners, James worked for Fortune
500 companies New York Life Insurance and Charles Schwab & Co.
Inc.
When retirement comes, James is hopeful to have
saved enough to spend it sailing around the world.
John Winslow Managing Partner
John delivers financial solutions by objectively
educating clients of all their options. He knows that investing
is personal — and if you don't believe him, just ask his kids.
And John's commitment is to sit on the same side of the table
as clients and demystify investing — whether it's collaborating
with individuals or finance directors.
John oversees the institutional fixed income
business for Gill Capital Partners, for banks and public entities.
With more than 15 years working in financial services and banking,
John has comprehensive fixed income, trading, portfolio design
and money management experience.
John's piggy bank is promised to his kids, Jack
and Molly, for college, though he's setting some aside for
retirement and a family foundation.
Joe Giulitto Director of Business Development
Joe takes time to listen to his clients, because everyone has a great story to tell. He enjoys being the "man behind the curtain" as he forms a transparent relationship through education and two-way client conversation. Joe served clients as an advisor with Charles Schwab for the last decade, and has recently joined Gill Capital Partners to have the flexibility to offer clients the best solutions without the worry of big business politics.
Joe is saving to enjoy "life to the fullest" with those he loves most — his boys, Joey and Vinny, and his wife, Angela.
Harold
Classick, CPA Director of Finance
Harold, who has held his CPA designation for
more than 20 years, offers timely and professional service
by staying current on tax law changes. With a CPA as part of
the Gill Capital Partners team, all aspects of client financials
are managed under one roof. In addition to working with the
individual investor, Harold works with small business owners,
assisting with their accounting, financial statement reconciliation,
tax planning and preparation needs.
Harold, like the clients he works with, has
saving for retirement and college at the forefront of his thoughts.
Tom
Cladis Vice President, Institutional Services
Tom believes that clients are not a means
to the end — they are the end. And because of that, Tom goes
extra mile after extra mile to ensure that Gill Capital Partners
delivers. With more than 25 years in the financial services
industry, Tom's expertise and dedication have awarded him
an outstanding reputation amongst Colorado banks and public
entities.
Tom is saving for his next great adventures
— jumping off the Bloukrans Bridge in South Africa and running
with the bulls in Pamplona.
Kristi Sullivan, CFP® Financial Planner
Kristi has over 14 years of experience helping clients prioritize their financial goals so they appear less daunting and more attainable. She helps people focus on what they want to accomplish this year, next year, in five years and by retirement. Kristi vows not to jump to conclusions — because she knows that just because a financial planning strategy worked in the past, it doesn't mean it's the right solution for you.
Kristi is dividing her savings into two areas — her children's education and to be able to have a travel-packed retirement with her husband.
Bart
Skidmore, CPA, MBA Financial Advisor
Bart is a master at sifting through the myriad
of daily market information, providing concise recommendations
for clients. Having been part of the Gill Capital Partners
team for 15 years, Bart knows that every client is an individual
— not just a number. Bart's past and current work marries
the financial and government sectors.
In addition to investing and saving for retirement,
Bart is putting money aside for Alex's and Lily's college.
Pam
Carter Financial Advisor
Pam believes that the most rewarding aspect
of financial services is being aware of the ever-changing
economic times and suggesting solutions that meet each client's
particular set of circumstances. With more than 30 years
of experience, Pam is proud to be associated with Gill Capital
Partners, given their spotless reputation.
Pam's current investment strategy is focused
on paying off the mortgage and saving for travel.
Mike
Morse Financial Advisor
Doing whatever it takes to help clients achieve
their goals — that's the backbone of Mike's client service
approach. To this end, Mike often exceeds clients' expectations.
Mike has over two decades of financial experience providing
clients with financial information, investment recommendations,
maturity management, funding and research.
Mike's currently working to pay off his mortgage.
Chris
Duncan Financial Advisor
According to Chris, Gill Capital Partners
exceeds client expectations by being responsive and resourceful.
Chris helps each client by listening, getting a feel for
their particular situation and recommending reasonable solutions.
His main focus is to help investors purchase high yielding,
safe, and secure CDs.
Chris is saving for his six kids' education
and an upcoming family trip.
Sherie
Valdetero Client Service Manager
Sherie believes that a solid financial foundation
provides clients with endless opportunities. To Sherie, great
client service means doing whatever is needed in any given
situation. Sherie wears many hats at Gill Capital Partners,
thanks to a background not only in finance, but also in human
resources and client service.
With a short-term financial desire to be debt
free, Sherie is saving long-term for her two daughters' college
education.
Leslie Rojas, MBA Insurance and Compliance Specialist
Leslie strives to make clients active participants in their financial future through education, and by outlining clear steps to growth. Building her career as an operations and compliance manager, as well as a quality consultant and insurance specialist for financial institutions, Leslie is able to deliver The Capital Difference through the firm's all-inclusive service offering, EncompassSM.
Leslie is saving to retire early, travel the world and provide an education for her daughter.
