Benjamin Valore-Caplan :: Syntrisic Investment Counsel

Benjamin Valore-Caplan, CIMA®

Managing Partner, Certified Investment Management Analyst

Experience

•	Certified Investment Management Analyst, Wharton School of Business and Investment Management Consultants Association (IMCA).

•	Editorial Board Member, The Investment & Wealth Monitor, a professional journal of IMCA.

•	Instructor, Association of Small Foundations

•	Instructor, Colorado Society of Certified Public Accountants

•	Instructor, IMCA

•	Former Senior Vice President-Investments, UBS Financial Services Inc., and UBS Institutional Consultant.

•	Former member, UBS Wealth Management Advisory Committee and UBS Institutional Consulting Advisory Committee.

Community Engagement

•	Trustee and Board Chair, Logan School for Creative Learning

•	Investment Advisory Committee Member, City and County of Denver

•	Youth Soccer Coach, Colorado Rapids Youth League/Colorado Fusion

•	Trustee and Treasurer, Denver Urban Gardens

•	Trustee and Advisory Board Member, Summerbridge Breakthrough Alumni Network

•	Former Trustee and Treasurer, Denver Campus for Jewish Education

•	Founder and Former Executive Director, Denver Summerbridge at Kent Denver School (now "Breakthrough at Kent Denver")

•	Former Volunteer, South Side Community Land Trust

•	Former Volunteer, Theater Outreach for Youth

•	Former Volunteer, Children's Theater Workshop

•	Former Teacher, Kent Denver School

•	Former Teacher, The Wheeler School

•	Former Teacher, The Mountain School of Milton Academy

Education

•	Brown University, Providence, Rhode Island

Bachelor of Arts

•	University of Denver, Denver, Colorado

Masters of Business Administration