Our Team

Andrew is a Senior Client Service Advisor at Investment Trust Company. He has over four years of industry experience and client service expertise. He studied Finance Saint Joseph’s University in Philadelphia.

What do you enjoy most about your role?

“As a Client Service Manager I work diligently to build strong, lasting relationships, providing support and solutions tailored to each client’s unique needs and financial goals.”

Where can we find you outside the office?

“Outside of work, I enjoy staying active through skiing, hiking, and spending time with friends. ”

Connor is a Portfolio Manager at Investment Trust Company. He works extensively with our Investment Team and our external partners at Blackrock, Northern Trust, Goldman Sachs and others to research and develop industry-leading investment strategies. Before coming to Investment Trust, Connor worked for several years at Charles Schwab. He is currently a Level II CFA candidate. Connor has a bachelor’s degree from the University of Colorado and a certification in data analytics through the University of Denver.

What do you enjoy most about your role?

“I get the opportunity to work with some of the brightest minds in the industry every day to develop the very best experience for every client. I love being able to dive into a data set in the morning and spend the afternoon meeting with one of our wonderful clients!”

Where can we find you outside the office?

“Depending on the time of year, I will be somewhere in the mountains of our great state. In the summer I may be fly fishing, rock climbing, mountain biking, backpacking or golfing. In the winter you can find me skiing!”

Cindy serves as Senior Vice President and Director of Fiduciary Services for Investment Trust Company, heading the trust and administrative group within the firm. Prior to joining ITC, she held the role of Senior Trust Officer for CoBiz Trust and Wells Fargo in Denver.  Prior to becoming a trust officer, Cindy was a practicing attorney in the trust and estate and tax area, as well as a CPA.  In her current role, she chairs the Trust Administration Committee and has oversight of all fiduciary activities of the firm. Cindy is a graduate of Iowa State University, holds a masters’ degree in accounting from Drake University and a law degree from the University of Iowa’s School of Law.

What do you enjoy most about your role?

“I enjoy the opportunity to work with my clients.  I enjoy getting to know them as individuals and the chance to work with them as trust beneficiaries or grantors.”

Where can we find you outside the office?

“Outside of the office you can find me walking my dogs or working in my garden/flowerbeds.”

Deborah serves as a Relationship Manager for Investment Trust Company.  Prior to joining Investment Trust Company, she worked at a Wealth Advisory firm in the Denver Tech Center for two years. Prior to that, she served as a Senior Vice President and Trust Officer at BOK Financial formerly known as Colorado State Bank and Trust for 24 years.  She is a graduate of the American Bankers Association Advanced Trust School Program with a designation of Certified Trust Financial Advisor.

What do you enjoy most about your role?

“I thoroughly enjoy working with clients and their families while providing them with professional Trust and Estate services.”

Where can we find you outside the office?

When I am not working, I enjoy spending time with my daughters and my grandchildren

Diana has over 25 years of experience as a trader and operations and compliance principal. In her current role as Operations Manager, she works with portfolio managers to update trading models, initiate and execute trades and help rebalance accounts, while acting as a liaison with ITC clients. Diana is a graduate of Colorado State University.

What do you enjoy most about your role?

“I enjoy working with the portfolio managers on trading and rebalancing accounts, as well as the fee work because it is like a puzzle each quarter making sure everything reconciles.”

Where can we find you outside the office?

“I love spending time with my teenage sons and playing with our puppy, Olympic. I am also an avid reader and am learning to crochet!”

Gina is a Client Service Associate and Office Manager for Investment Trust Company with 30 years of experience in her role. She ensures that the office runs smoothly and efficiently, while assisting with client services, accounts payable and receivable and various administrative tasks. 

What do you enjoy most about your role?

“I like the personal aspect of taking care of our employees and clients.  I also enjoy wearing lots of different hats in my role and I am available to do what is needed for the success of the company.”

Where can we find you outside the office?

“You can find me hiking, reading, watching movies, meditating, volunteering and spending social time with my partner, friends and daughter.”

Jake is a Relationship Manager at Investment Trust Company. He has over five years of industry experience and client service expertise. He studied Finance at the University of Nebraska.

What do you enjoy most about your role?

“I truly enjoy developing personal relationships with all our clients and helping to alleviate some of their financial stress and achieve their goals. ”

Where can we find you outside the office?

“You can find me snowboarding, hiking and fishing with my dog, Cleo."

John is a founder of Investment Trust Company and has been with the firm since 1975. Previously, John served as Chief Executive Officer for the firm and continues his role today as Chairman, Senior Portfolio Manager and Director of Equity Management. He has served clients for over 45 years as an investment manager with long-term relationships spanning several generations.He is a graduate of Kansas University and holds an MBA from the University of Colorado.

What do you enjoy most about your role?

“The personal interaction that I have enjoyed with my clients over the years (and in many cases decades) is my primary focus and source of job satisfaction.  That, along with the opportunity to work for many years with my colleagues who are all first-class professionals, makes my role at Investment Trust Company self-actualizing.”

Where can we find you outside the office?

“My wife and I are avid travelers and have spent a lot of time in our two favorite destinations, Italy and Great Britain.  We have two grown children and enjoy time at home with our two Cavalier King Charles dogs, Pip and Stella.”

Judi has over 35 years of experience in trust operations and compliance support. In her current role as Operations Manager, she provides fiduciary and compliance assistance to the trust services team. Judi is a graduate of Colorado State University.

What do you enjoy most about your role?

“I enjoy tasks that draw on extensive knowledge in our business, as well as special projects.”

Where can we find you outside the office?

“In my spare time you can find me quilting, sewing or doing volunteer work.”

Laurey is a Vice President for Investment Trust Company and oversees operations, administration, compliance and client service for the firm. Her background includes 16 years of experience in financial services and investment management. Laurey’s expertise is specifically focused on organizational communication and systems. She has a bachelor’s degree from Hope College and a master’s degree from Indiana University.

What do you enjoy most about your role?

“I get to see and experience all facets of the organization from operations and corporate matters to human resources and client service.”

Where can we find you outside the office?

“I enjoy volunteering, hiking non-treacherous mountains, exercising, meditating, reading mystery novels and biographies, and watching documentaries.”

Prior to joining ITC, Mike was a Wealth Advisor for a large family office in Colorado Springs.  He was a Senior Vice President and Trust officer at BOK Financial for 23 years.  Mike is a Certified Financial Planner and a graduate of the Leeds School of Business at the University of Colorado with an emphasis in Accounting.

What do you enjoy most about your role?

Mike enjoys working with his clients to help them meet their goals which satisfies his desire to serve others.

Where can we find you outside the office?

Outside of work Mike enjoys cooking, especially on his grill and smoker.

Sheri is a Senior Client Service Manager at Investment Trust Company. She has over 34 experience in financial services and client service. She graduated from Pikes Peak Community College with a degree in Business Administration.

What do you enjoy most about your role?

“I enjoy working closely with the clients.  I like making sure they are happy and feel valued.”

Where can we find you outside the office?

“My husband & I love to travel and spend time with our family.  Vacationing with our adult children and grandkids is one of my favorite activities.  I also enjoy reading and taking walks.”

Steven is a Senior Vice President and Director of Portfolio Management for Investment Trust Company. He brings 30+ years of financial services and investment management experience to the firm, including positions at Wells Fargo Private Asset Management as Senior Portfolio Manager and at Banc One Investment Management Group as Director of Portfolio Management for Colorado. Steve is a graduate of the University of Colorado and a Certified Financial Planner™.  He is the past Chairman of the West Service Area Resource Council and past Chairman of the Mile High Chapter of the American Red Cross and continues to volunteer for the American Red Cross at the national level.  He currently serves on the Executive Board of Directors for the Pikes Peak Council, Boy Scouts of America as well as the Board of Directors for the Colorado Springs Pioneers Museum.

What do you enjoy most about your role?

“I am passionate about helping clients gain a better understanding of the financial markets and how the many different investment vehicles available can be combined to achieve various goals. I find it rewarding when I can help a client achieve a financial goal in the most efficient and cost-effective manner possible.”

Where can we find you outside the office?

“You can find me skiing or traveling to almost anywhere with my wife. I also enjoy spending time in the Colorado mountains, dining out at Italian restaurants or enjoying action/adventure novels or science fiction movies.”

Tom serves as President, CEO and Director of Investment Services for Investment Trust Company. In his current role, Tom also chairs the Manager and Fund Selection Committee and overall leadership for the firm. Tom has over 30 years of experience in banking and finance and 20 years in management with ITC. Previously, he held senior positions in New York as National Product Manager for Managed Accounts for Prudential and at Chase where he served as CFO for the division, Director of Marketing and Director of National Expansion. He is a graduate of Dartmouth College and holds the designation of Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA).

What do you enjoy most about your role?

“I enjoy working with clients and finding the best investment fit for them as well as helping them figure out how they want to use the money they have.”

Where can we find you outside the office?

“You can find me mogul skiing in the winter/spring and biking in the summer/fall. I also like to travel and visit grown children living on the East and West Coasts.” 

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What do you enjoy most about your role?

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Where can we find you outside the office?

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