Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Kevin Smith (CRD# 2270325) is an Investment Advisor Representative working at Crescat Portfolio Management LLC in Denver, CO and has over 23 years of experience in the finance industry. Kevin is the founder and CEO of Crescat Captial. He is a hedge fund manager serving institutions and family offices with a robust, value-driven, multi-disciplinary investment process. He has delivered high risk-adjusted returns as a fully discretionary asset manager over the last seventeen years including through two record bear markets across three institutional-class investment products. Crescat's strategies have...
Desmond Cato is a Wealth Management Advisor that hopes to play a vital role in the lives of his clients, helping them plan for the lifestyle they want and connecting them to the options that are best.
Dez specializes in helping individuals in the areas of wealth management, retirement distribution planning, tax mitigation, business succession planning, amongst other financial planning related topics. Every portfolio is built for the long term, managed with a keen eye on risk, and created to put your needs front and center, where they belong.
Desmond holds FINRA Series 7 and Series 66 licenses....
Aaron Anderson (CRD# 5134032) is an Investment Advisor Representative working at Private Capital Management, LLC in Denver, CO and has over 10 years of experience in the finance industry. Aaron Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.