The CCFO Team

Tim Ulfig

Tim began his investment career in 1994 and has held positions as Family Investment Officer with GenSpring Family Offices, Managing Partner with Epic Capital, Regional Director with UBS, Managing Director with a private single-family office, and Vice President with Morgan Stanley. With an ongoing desire to give back, he has served on the boards of Points for People and the American Heart Association-Denver. Mr. Ulfig received a BA and MBA at United States International University in San Diego, California.

Corey McKiernan

Chief Investment Officer

Ben Novak

Chief Financial Officer

Tim Ulibarri

Director of Accounting

Chris McPartlan

Senior Investment Analyst

Emily Weber CPA

Accounting Director

Susan Hollon CPA, MBA


Michaele Berger


Jamie Oldemeyer

Office Manager and Executive Assistant