| Benjamin Valore-Caplan, CIMA® | Managing Partner, Senior Advisor, Certified Investment Management Analyst
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| • | Nine years providing investment advice to foundations, endowments, faith based institutions and philanthropic families. |
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| • | Certified Investment Management Analyst (2004), Wharton School of Business and Investment Management Consultants Association. |
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| • | Editorial Board Member, The Investment & Wealth Monitor, a professional journal of the Investment Management Consultants Association. |
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| • | Instructor on stewardship and fiduciary responsibility for the Colorado Society of Certified Public Accountants (since 2000), Association of Small Foundations (since 2002), and other non profit affinity groups. |
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| • | Former Senior Vice President-Investments, UBS Financial Services Inc., and UBS Institutional Consultant. |
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| • | Former member, UBS Wealth Management Advisory Committee and UBS Institutional Consulting Advisory Committee. |
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| • | Eleven years as educator and social entrepreneur (1988-1998) |
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| • | Founding Executive Director of Denver Summerbridge at Kent Denver School |
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| • | Current Board Member, Logan School for Creative Learning |
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| • | Current Board Member and Treasurer, Denver Urban Gardens |
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| • | Current Advisory Board Member, Summerbridge Breakthrough Advisory Network |
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| • | Former Board Member and Treasurer, Denver Campus for Jewish Education (2000-2003) |
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| • | Brown University, Providence, Rhode Island |
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| • | University of Denver, Denver, Colorado |
| Masters of Business Administration |
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| | | 1860 Blake Street
Suite 130
Denver, CO 80202
main 303.296.7100
toll free 1.877.296.7110
fax 303.296.7109
info@syntrinsic.com |
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