Bailey Program For Family Enterprise Directory 2024

Page 1


DIRECTORY Members, Sponsors & Professional Services

2024

ABOUT US

THE BAILEY PROGRAM FOR FAMILY ENTERPRISE

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.

BOARD OF ADVISORS

BOARD OF ADVISORS 2024

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

SPONSORS

Unlock your people potential

Effective Family Business Succession Planning That Works

Positively People is a leading family business succession planning firm. We specialize in family business consulting services, conflict resolution, and strategic management.

MEMBERS

Babson Farms, Inc.

FOUNDING MEMBERS 2024

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

FAMILY ADVISORS 2024

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

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.