CAIA Rocky Mountain

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. 

Welcome to CAIA Rocky Mountain

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 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. 
  • We will actively engage our community to uphold the highest ethical standards and foster a diverse and inclusive environment. 

Many Chapter events are open to all financial professionals. Learn more about the CAIA exams.

Vice President, Senior Portfolio Specialist, Jackson National Asset Management
Vice President, Ares Wealth Management Solutions
Director of Marketing and IR, Kerrisdale Advisers, LLC
Principal Examiner, Capital Markets, FINRA
Principal, Private Wealth Solutions, Hamilton Lane
Executive Director, Agility
Portfolio Manager, FCI Advisors
Associate, ArrowMark Partners
Broker Associate, Coldwell Banker Realty
Director, Consultant Relations, Lazard Asset Management LLC (New York)