“We are delighted to have someone of John’s caliber in this role as we continue our growth as a firm,” said Clayton Hartman, Co-founder and CIO of IFAM Capital.
DENVER/FORT COLLINS, CO (PRWEB) August 05, 2015
IFAM Capital, a top ranked wealth management firm, today announced the expansion of both their Denver and Fort Collins, Colo. offices with the addition of two key professionals. David Pursell joins as a Director in the firm’s Denver office while John Lauer has been appointed as its new Chief Operating Officer and Chief Compliance Officer based in Fort Collins.
John Lauer joins IFAM Capital as a Certified Financial Planner™ and he brings with him his Series 63 and 65 Securities Licenses. He will also serve as a Portfolio Manager for a select few ultra-high-net-worth individuals and institutions. Mr. Pursell joins IFAM to add depth to its investment committee and asset management. Previously, he was a Senior Portfolio Manager at Stadion Money Management where he was a Senior Portfolio Manager.
“We are delighted to have someone of John’s caliber in this role as we continue our growth as a firm,” said Clayton Hartman, Co-founder and CIO of IFAM Capital.
“David brings a wealth of experience to the table and we are excited to have him join our growing team. He wanted to be at a firm that embraced open architecture and a fiduciary model and we feel fortunate to add to our growing team with a like-minded individual like David,” said Tim Kneen, Co-Founder and CIO of IFAM Capital.
Together, Mr. Pursell and Mr. Lauer add bench strength to a growing team which already has over 100 years of collective investment management experience servicing institutions, family offices, and high-net-worth individuals.
About IFAM Capital
IFAM Capital is an independent Registered Investment Advisor located in Denver, Colorado, Fort Collins, CO and Sioux Falls, SD. Founded in January 2014, IFAM is led by a team of experienced financial advisors with 100 years of collective investment experience. IFAM offers financial planning, portfolio management, asset allocation, retirement planning, estate and philanthropic planning, risk management, and multi-generational wealth transfer services to individual and institutional clients. For more information, go to ifamcapital.com.