Stay up to date with the latest from Gill Capital Partners
Office news
Join us in welcoming Luke Fick! Luke joined us in November of 2023 as our Associate Wealth Management Advisor. Luke will be working closely with our Lead Advisors to ensure an amazing experience for our clients. To Luke, there is no greater joy in the financial services industry than helping clients accomplish their goals, empowering them through education, and allowing them to “happen to life” rather than life happening to them.
Speaker series
In 2020, we launched a new educational concept called the Speaker Series. The goal of our Speaker Series events is to bring quality education to our clients by providing them the opportunity to hear from experts in various subjects throughout the year. Topics range from politics and markets to family generational planning.
Upcoming Speakers-2024
Liz Ann Sonders |
speaker series Webinar
February 2024
We were honored that Liz Ann Sonders was able to return for our first Speaker Series of 2024. Liz Ann is the Senior Vice President and Chief Investment Strategist at Charles Schwab. She offers clear, engaging insights into what’s driving current U.S. stock market performance and what may be coming next.
Third Quarter
Stay tuned for information on our next education event this fall!
Gill capital partners| 40th anniversary
Gill Capital Partners celebrated it’s 40th anniversary in August 2023. For forty years we have provided clients with independent, unbiased, and ethical financial advice. We have evolved over the years, but one thing has remained constant: we live by our core values, putting our clients first, kicking ass every day, checking our egos at the door, giving back to our community, and owning it (both our successes and our mistakes). These core values have allowed us to deliver an amazing client experience and build a truly special culture. We look forward to delivering on our promise to you for many years to come.
Annual Report
Take a look at Gill Capital Partners’ 2023 Annual Report to learn more about what we accomplished in 2023.
Dr. Jim Tanner |
speaker series
Dr. Jim Tanner, is a court qualified expert in Cyber Crime Analysis and computer Forensics and an international speaker. He will provide us with up-to-date information on how to best protect ourselves and our families from hacking, identity theft, and fraudulent transactions. He will also teach us how to stay abreast of the fast-changing world of cybercrime.
Topics included:
Recent trends in attacks against our infrastructure
How cyber criminals seek to exploit our personal information
How we can protect ourselves.
Candice Tse |
speaker series
Candice Tse, a Vice President and 20-year veteran of Goldman Sachs, spoke about ESG (Environmental, Social, Governance) Investing. She provided an introduction to ESG investing, what it means, how it can be implemented and why it has become an important framework for investors.
Topics included:
What is ESG investing, and why is it important?
Why is ESG becoming a more widespread topic in 2021?
What are the different ESG themes that investors can focus on?
How do returns of ESG focused investment compare? Does ESG mean lower returns?
Rick Pederson |
speaker series
Rick Pederson, Vice Chairman and Chief Strategy Officer at Bow River Capital, shared his thoughts around inflation, the supply chain, and the impacts these have on various sectors of the economy.
Topics included:
Macroeconomic review of the national economy
A more local view of the state of Colorado
Money, inflation, and interest rates
Real estate – is the real estate bubble sustainable?
Commercial property – the impact of COVID on commercial real estate
Dr. Richard Wobbekind|
speaker series
Begin the New Year by joining Gill Capital Partners and Dr. Richard L. Wobbekind, University of Colorado’s leading economist, for an insightful presentation on where the nation’s economy is headed and what that means for Colorado and the U.S. in 2022.
Topics included:
What lies ahead for the global economy and markets in 2022
Money, inflation, and interest rates
What should the consumer and businessperson be watching?
Colorado’s population and employment: our relative and absolute performance
What sectors are hot in Colorado, and what sectors are not