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  • Brian J. Friedman

    CFA, President

    Brian Friedman is the President, Co-Founder and Chief Investment Officer of GHP Investment Advisors, Inc. (GHPIA). Under Brian’s leadership GHPIA grew from $10 million in client assets under management (AUM) in 1999 into a full-service Wealth Management firm with more than $1.2 billion in AUM today. With 30 years of experience as a Portfolio Manager, Investment Analyst and Economist Brian and his team navigated extreme financial market volatility in the aftermath of the 1990’s technology bubble, the Enron/Worldcom accounting scandals, September 11, 2001 and the financial crisis of 2008-2009.

    Brian began his career in the late 1980’s as a Research Assistant in the Economic Studies division of the Brookings Institution, a leading public policy think tank based in Washington, D.C. Initially at Brookings and then as an Economic Analyst at Applied Business Economics and the Law & Economics Consulting Group (LECG), Brian analyzed international banking, finance and trade issues. Prior to co-founding GHPIA, Brian was an International Equity Analyst at Founders Funds - a mutual fund company based in Denver - with primary focus on Emerging Markets. Later he was a U.S. Portfolio Manager at Owen-Joseph Asset Management, an investment boutique focused on high net worth families in San Diego, CA.

    Brian earned a B.A. in Economics from The George Washington University in Washington, D.C., and an M.B.A. in Finance and Accounting from the University of Chicago. Brian also spent one year studying the history, politics and economics of the Middle East at the Tel-Aviv University. He holds the Chartered Financial Analyst (CFA) and Certified Business Economist (CBE) designations and taught “Law & Economics” and “Legal Institutions and Economic Development” as an Adjunct Lecturer at the University of Colorado Denver.

    Brian is a board member at the World Trade Center Denver and Co-Chair of the Financial Roundtable of the National Association for Business Economics (NABE). He is a member of the planning committee and an invited delegate to the annual NABE International Symposium in Europe. View some of Brian’s GHPIA Newsletters, GHP Global Markets Letters and newsletters for Israel Investment Advisors, LLC. A native of Denver, Brian enjoys spending time with his wife and their three children.

  • Carin Wagner

    CFP®, Vice President of Personal Wealth Management

    Carin Wagner is the Vice President of Personal Wealth Management at GHP Investment Advisors, Inc. (GHPIA). Since joining GHPIA in 2005 Carin is now a senior partner and helped grow our assets under management (AUM) from $350 million to more than $1.2 billion today. Over the years Carin developed and refined our financial planning techniques related to Financial Modeling, Income Tax Planning, Estate Planning, Risk Management and Education Planning. Carin is a member of our Investment Committee and Executive Leadership Team. Carin spends most her time meeting with clients, understanding their needs and delivering investment advice.

    Prior to joining GHPIA Carin worked for five years as a Financial Planner at TIAA-CREF, a $1 trillion AUM firm focused on higher education. Carin’s first three years of her investment career were spent working at Oppenheimer Funds initially as a Registered Representative then she was promoted to Manager and Trainer.

    Carin earned an M.B.A. from the University of Denver and a B.A. in Finance and Marketing from Ohio University. Carin holds the Certified Financial Planner (CFP®) designation. Carin is a member of the financial committee for Jewish Family Services and was a board member and past President of the Rose Women’s Organization.  She was selected as a Five Star Wealth Manager by 5280 Magazine and ColoradoBiz since 2011.   A native of Denver, Carin likes to spend time with her husband and two children. 

  • Mike Sullivan

    CFP®, Wealth Management Advisor

    Mike Sullivan is a Wealth Management Advisor at GHP Investment Advisors, Inc. (GHPIA).  Since joining GHPIA in 2008 Mike has become a senior partner and serves as the Co-Director of our Investment Committee.  During his time with GHPIA Mike has guided the development of our portfolio management software along with the execution of GHPIA’s investment research and selection process.  Mike is also an integral leader of our financial planning team and is involved in all facets of our client’s retirement planning models and portfolio allocation strategies.

    Prior to joining GHPIA Mike worked with Compass Brokerage, US Bancorp and George K. Baum & Co, a local investment banking firm.  He brings over 15 years of financial management experience and expertise to GHPIA.

    Mike graduated with honors from Colorado State University in 2000 with a B.A. in Political Science.  He holds the Certified Financial Planner (CFP®) designation and is active with the National Association for Business Economics (NABE) .  Mike volunteers with the Denver Kiwanis Charitable Foundation for at-risk children, and enjoys any opportunity to ski or hike with his wife and two kids in the Colorado Rockies.  Favorite ski trail: Cannonball at Mary Jane.  Favorite hike: Lone Eagle Peak in Indian Peaks Wilderness.

  • Robert Hochstadt

    CPA/PFS, Principal

    Bob was one of the founders of GHPIA in 1996.  Bob has been providing accounting, tax, consulting, and personal financial planning services to a wide range of individual and business clients for more than 55 years. He was a founding partner of Gelfond Hochstadt Pangburn, P.C., now the Denver office of Crowe Horwath. His firm was one of the first accounting firms to have a stand-alone financial planning division. 

    Bob has been recognized by Worth magazine as one of the “Top 250 Best Financial Advisers in the U.S.”  Bob holds a BSBA degree in accounting from the University of Denver and has post graduate work there as well.   A native of Colorado, he is a Certified Public Accountant in the state of Colorado, and earned a Personal Financial Specialist (PFS) designation from the American Institute of CPA’s. He lives with his wife of over 50 years, Diane, has three grown children, and eight grandchildren.

  • Brad Engle

    Research, Trading and Portfolio Analytics

    Brad Engle is the Director of Research, Trading and Portfolio Analytics at GHP Investment Advisors, Inc. (GHPIA).  He began with GHPIA in 2012, where he currently oversees the trade operations department, is part of the investment committee and research team, and helps to develop and maintain the firm’s investment strategy and tools. 

    Before joining GHPIA, Brad started his career in the trade operations department at OppenheimerFunds, an international investment management firm.  He then spent 7 years at Marsico Capital Management, a Colorado based investment management firm, where he worked as a liaison to the trading desk.

    Brad earned a BBA in both Finance and Economics from Mesa State College, and an MBA from Regis University. A native of Denver, Brad enjoys spending time with his wife and their three children.

  • Sebrina Ivey

    CPA/PFS, CIA, CCO and Operations Manager

    Sebrina Ivey is the Chief Compliance Officer and Operations Manager of GHPIA.  Sebrina also manages our Client Relations team and works closely with our Financial Planning team. 

    Sebrina joined GHPIA in 2012.  Sebrina is a Certified Public Accountant in Colorado, a Certified Internal Auditor and earned a Personal Financial Specialist (PFS) designation from the AICPA.  Prior to joining GHPIA, Sebrina was the Controller for Developmental Pathways, and she has experience in a variety of accounting roles including non-profit, higher education, and business loss consulting.  Sebrina earned a BBA in Accounting and a BS in Sociology from the University of Northern Colorado. 

    She is a member of the board for Developmental FX, which provides individualized, transformative pediatric clinical services worldwide.  Sebrina was born and raised in Colorado and now lives in Highlands Ranch with her husband and two sons. 

  • Deirdre McGuire

    Financial Planning Associate

    Deirdre joined GHPIA in 2010 as a client relations assistant and was responsible for client service, account set- up and maintenance, portfolio management support, and client meeting management. Deirdre transitioned to the financial planning team in 2015. Deirdre has steadily increased her knowledge and experience in the areas of financial planning, investments, and taxation. Before joining GHPIA, she worked with a property redevelopment firm in Ireland.

    Deirdre graduated with honors from University of Colorado at Denver with a BA in Sociology. During her free time, Deirdre participates in many volunteer opportunities with Junior League and is a mentor to a teen mother. She also enjoys international travel, reading and trying new restaurants. Deirdre is an avid rugby and football fan.

  • Barbara Terrazas

    Client Relations Specialist

    Barbara Terrazas joined GHPIA in 2013 as a member of the Client Relations Department. A Southern California native, Barbara graduated from the University of Colorado at Boulder in 2010 with a BA in Economics and Psychology. She also has a Certificate in the Business of Sports from the Leeds School of Business at the University of Colorado.

    In her spare time, Barbara enjoys running the trails around Colorado, playing soccer and spending time with her family and friends. She is also an avid fan of the Colorado Buffaloes.

  • Reed McCoy

    CFP®, Financial Planner and Investment Analyst

    Reed joined GHPIA in 2017 as a financial planner and investment analyst.  Before joining GHPIA, Reed spent four years advising individuals in retirement plans around country. Prior to that he was a Corps Member for Teach for America, teaching in elementary schools surrounding Denver while advocating for education reform in low-income communities.

    Born and raised in Milwaukee, Wisconsin, he graduated from the University of Minnesota with degrees in Spanish and Business Management, and now holds the Certified Financial Planner (CFP®) designation. Reed spends his spare time traveling, rock climbing, mountain biking, backcountry snowboarding, and competing in off-road triathlons.

  • Eric MacVittie

    CFA/CFP®, Financial Planner and Investment Analyst

    Eric joined GHPIA in 2017 as a financial planner and investment analyst.  Prior to joining GHPIA, he was at Merrill Lynch Wealth Management in Washington, D.C. as a Financial Advisor.

    Eric earned his BA in Finance from Radford University in Radford, Virginia.  He also holds the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP®) designation.  In his spare time, Eric enjoys staying active in his community and volunteers with various organizations that promote financial literacy.  When he is not working or volunteering, he enjoys hiking in the mountains, skiing, and camping with his wife and friends.

  • Michelle Mills

    Client Relations Specialist

    Michelle joined GHPIA in 2017 as a Client Relations Specialist and is responsible for assisting clients with transactional and account maintenance needs. With five years of experience in the financial services industry, Michelle prides herself on going above and beyond to ensure an outstanding client experience is provided.

    Michelle earned a BBA in Finance from Texas State University. Although born in Thornton, CO she spent most of her childhood in Texas before returning to Denver in 2014. Michelle enjoys camping, skiing, and spending time with her husband and two dogs.

  • Juwon Hill

    Portfolio Operations and Trading

    Juwon began with GHPIA in 2014 as an intern, and transitioned into a role with our Portfolio Operations and Trading team in 2015.  He received his Bachelors of Arts degree in Economics from Morehouse College and a  M.S. in Finance & Risk Management from the University of Colorado.  

    Juwon was born in Wiesbaden, Germany, but grew up in Hinesville, Georgia. He enjoys music, sports, Georgia’s Beaches, and Colorado’s Mountains. He gives back to the community by being an active participant in Big Brothers Big Sisters’ iMentor 2.0 program.

  • Christian Lewton

    Portfolio Operations and Trading

    Christian joined GHPIA in 2017 as a member of the research and trading team.  Before joining GHPIA, he worked for Janus Capital Group, an asset management firm, and The Bank of New York Mellon in Pittsburgh, PA.  Christian received his Bachelor of Science degree in Accounting from West Virginia University in 2013.

    Christian was born and raised in Wheeling, West Virginia and enjoys hiking with his two dogs, playing hockey, and golfing.

  • James Garcia

    Data and Operations Analyst

    James joined GHPIA in 2011 and supports multiple technological roles from improving operational efficiencies to transforming data into useful information.

    James earned his Bachelor of Science degree in Industrial Engineering from the University of Houston, and prior to joining GHPIA, he worked at Continental Airlines as an analyst in emerging technologies.

  • Kate McLaughlin

    CFA, Investment Analyst & Systems Developer

    Kate joined GHPIA in 2016 as an investment analyst and systems developer. She graduated from Lehigh University with a Bachelor of Science degree in Information and Systems Engineering, and holds the Chartered Financial Analyst (CFA) designation. Before joining GHPIA, Kate worked in the greater New York City area at a fixed income investment company, SKY Harbor Capital Management, and at a financial software company prior to that, FactSet Research Systems.

    Kate was born and raised in Maine, and she enjoys skiing, mountain biking, and running with Denver Track Club in her spare time.