DIRECTORY Members, Sponsors & Professional Services
2024
2024
This resource hub for family businesses and family offices provides learning and connection with others dedicated to sustainable growth and multigenerational success Workshops, certificates and roundtable networking events support families as they build, grow, transition, sustain and innovate. Expert faculty teach a leading-edge multidisciplinary approach to the 10 Domains of Family Wealth (financial and relational), providing tools to navigate complex dynamics and thrive together You can expect to learn about values and communication, governance, succession planning, investment management, philanthropy and other important topics.
Established in 2019 thanks to the generous gift from the Paul T. Bailey estate, the program is housed in the Daniels College of Business at the University of Denver, and is the first comprehensive family business program in the Colorado region.
Judith Pearson
Woodruff Sawyer
Sarah Treadway
Stout Street Hospitality Group
Taylor Kirkpatrick
Babson Farms, Inc.
Glenn Mueller
Burns School of Real Estate,
Daniels College of Business
Jordan Bailey Schultz
The Erie County Investment Company
Taylor Merritt
Merritt Aluminum Products Company
Richa Singh
Family Business Consulting Group
Erin Flaherty
Executive Education, Daniels College of Business
Unlock your people potential
Positively People is a leading family business succession planning firm. We specialize in family business consulting services, conflict resolution, and strategic management.
Babson Farms, Inc.
Taylor Kirkpatrick, Founder
Elmore Companies
Lauren Elmore
Closet Factory
Doug Lestikow, CEO
Mark Lestikow, Founder
The Erie County Investment Group
Jordan Schultz
Cheley Colorado Camps
Brooke Cheley Clebe
Higgins Family Foundation
Kendall Higgins
Sprague Pest Solutions
Ross Treleven
Hunt Companies
Josh Hunt
Connexion Asset Group
Ed Anderson
Resolute Investments Inc.
Jack Rohr
Trees Family Office
Rhett Trees
The Thermal Companies
Hammel Monroe
Legacy Pie Co.
Elias Lehnert
Hill Brothers Chemical Company
Adam Hill
SFInvest
William Sheridan
Merritt Aluminum Products Company
Taylor Merritt, Chairman & CEO
Jasper Resources LLC
Paul Herring
Polidori Sausage
Steven Polidori, Owner
Melodie Polidori Harris, Chief Sausage Officer
William Polidori Harris, Purchasing Manager
Stout Street Hospitality
Sarah Treadway, Co-CEO & President
Higgins Family Foundation
Kendall Higgins
Strata Resources
Clay Gordon
Martin Engineering
Heidi Rumsey
Shirazi & Associates
Michael Shirazi
RE1313 LLC
Fred Orr
The Job Store
Julie DeGolier
Footers Catering
Anthony & April Lambatos
S.B. Clark Companies
Monica Clark Peterson
Simon Quick Advisors, LLC
Brannon Fisher
Level Green Landscaping
Marion Delano
SNS Ironworks
Eric Pelletier
Stratford Building Corporation
Julie Schuster
Jones & Keller PC
Dylan Metzner
Burns School of Real Estate
Glenn Mueller
GWS Business Advisory and Consulting Services
Jonathon Rapacki
Woodruff Sawyer
Judith Pearson
Parkside Financial Bank & Trust
Dawn Bitton
Dynamics Family Wealth
Ginna Galicinao
Family Business Consulting Group
Richa Singh
Callan Capital
Joan Koss
Moss Adams
Laura Theiss
Eklund Family Office
Blair Eklund
Bespoke Holding Companies
Rob Hamm
Sherman & Howard
Curtis Bankers
The Nexus Initiative
Kenton Epard
Alpha Capital Family Office
Tom Dameron
BOK Financial
Sean Kelly
Connexion Asset Group
Ed Anderson
Family Enterprise Alliance, LLC
Kim Malek
Level10 CFO
Zack De Lisa
The Transition Strategist
Elizabeth Ledoux
Northern Trust
Elizabeth Meck
RSM US LLP
Jenny Mattie
Cross Purpose
Nancy Slyter
EOS Worldwide
Rusty Perry
Kenai Capital Advisors
Jules Sherwood
Stifel Financial Corporation
Jon Brause