Welcome to CAIA Rocky Mountain Chapter
CAIA Rocky Mountain seeks to build a diverse and inclusive community of CAIA Members, Candidates, and industry professionals across seven western US states including Colorado, Utah, Nevada, New Mexico, Wyoming, Idaho, and Montana.
Our Mission: The Rocky Mountain Chapter will educate and promote the use of alternative investments to improve long-term outcomes for investors and society.
Our Objectives:
- We will actively engage our community to uphold the highest ethical standards and foster a diverse and inclusive environment.
- We will achieve our mission by offering regional networking and educational events tailored to the unique interests of our members.
- We will support professional development and elevate CAIA’s brand awareness by collaborating with industry trade groups, academic institutions, regulators, and non-profit organizations to deliver invaluable educational opportunities.
Founded in 2022.
Chapter Executive Team
- Bobbi Ivanova, CAIA, CFA, Chapter Head Head of Institutional Sales, Simplify
- Diego Guzman, CAIA, CFA, Chapter Executive Partner, MG Capital
- Stephanie Miles, CAIA, Chapter Executive Alternative Investment Strategist, Plante Moran Financial Advisors
- Anthony Monraz, CAIA, Chapter Executive Associate, ArrowMark Partners
- Patrick Morelli, CAIA, Chapter Executive Senior Strategic Accounts Manager, Russell Investments
- Jon Queen, CAIA, CFA, Chapter Executive Broker Associate, Coldwell Banker Realty