Investment Team |
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Bob Unger, CFA Bob is the Founder, CIO, and CEO of Platte River Capital. He has dedicated his entire career to investment research and management. Prior to founding Platte River Capital, Bob served as a board director, senior portfolio manager and analyst at Columbia Management for more than 22 years and he served as an officer and senior portfolio manager for 13 years at Alliance Capital Management and Oppenheimer Asset Management. He earned a Bachelor’s degree in Investment Finance from Northwestern University and an MBA from the University of Denver. Bob has earned the right to use the CFA designation. |
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Ron Gibbs, CFA Ron is a Portfolio Manager with 22 years of investment experience. He focuses much of his research efforts on the Consumer segments of the market. Prior to joining Platte River Capital in 2006, Ron worked as a client portfolio manager with Janus Capital Group and as a senior portfolio manager, managing several institutional equity portfolios, at Columbia Management. He earned a Bachelor’s degree in Accounting from Brigham Young University and an MBA from the Marriott School of Management at Brigham Young University. Ron has earned the right to use the CFA designation. |
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Craig Milias, CFA Craig is a Portfolio Manager with 15 years of investment experience. He focuses much of his research effort on the Energy, Industrials and Materials segments of the market. Prior to joining Platte River Capital in 2007, Craig worked for Bel Air Investment Advisors where he was a senior equity analyst and portfolio manager. He also served as an equity analyst at Trust Company of the West and has experience as a trader. He earned a Bachelor’s degree from the University California Berkeley and an MBA from the Anderson School at UCLA. Craig has earned the right to use the CFA designation. |
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Chris Dries, CFA Chris is a Portfolio Manager with 12 years of investment experience. He focuses much of his research effort on the Technology and Telecommunication segments of the market. Prior to joining Platte River Capital in 2006, Chris served as a research analyst and assistant portfolio manager for Invesco Funds Group and Cordillera Asset Management. He earned a Bachelor’s degree in Business Administration from the University of Colorado-Boulder and a Master’s degree in Finance from the University of Colorado-Denver. Chris has earned the right to use the CFA designation. |
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Rich Carney, CFA Rich is a Portfolio Manager with 10 years of investment experience. He focuses much of his research effort on the Healthcare and Finance segments of the market. Prior to joining Platte River Capital in 2009, Rich was a research analyst with Invesco Funds Group, Silvergate Capital Management, and The Boston Company Asset Management. Rich also has experience analyzing the mutual fund industry for Lipper Analytical and Fidelity Investments. He earned a Bachelor’s degree in Economics from Rutgers University and a Master’s degree in Finance from Northeastern University. Rich has earned the right to use the CFA designation. |
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Bryan Applequist Bryan is a Research Analyst with 8 years of investment experience. He focuses much of his research effort on Consumer, Technology, and Healthcare segments of the market. Prior to joining Platte River Capital in 2011, Bryan worked for Marsico Capital Management as a research analyst. He also served as an equity analyst for Bel Air Investment Advisors. He earned a Bachelor’s degree from the University of Wisconsin Madison and an MBA from the Anderson School at UCLA.
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| Trading & Operations | |
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Ben Douglas, CFA
Ben is an Equity Trader with 12 years of trading experience. Prior to joining Platte River Capital in 2006, Ben worked as an equity trader for Janus and Berger Financial Group. He earned a Bachelor degree in Finance and a Master’s degree in Physical Education and Sports Studies from the University of Iowa. Ben has earned the right to use the CFA designation.
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Simone Shormann Simone is the Manager of Operations and Assistant Trader for Platte River Capital with 8 years of industry experience. Prior to joining Platte River Capital, Simone was an equity trading assistant at INVESCO Funds Group as well as an operations manager at Cordillera Asset Management. She earned a Bachelor’s degree in Communications and Public Relations from Boston University. |
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Sarah Hinkley Sarah joined Platte River Capital in February 2007 as an Operations Associate. She earned a Bachelor degree in Exercise Science and Health Promotion from Colorado State University-Pueblo. |
Administration & Marketing |
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Suzanne McKim Suzanne is responsible for Administrative and Client Services. Prior to joining Platte River Capital, Suzanne was a senior vice president at Columbia Management responsible for institutional client service. Suzanne has extensive experience in the nonprofit sector, serving as the CFO of Oregon Health Sciences University Foundation for 12 years and as a business analyst at Oklahoma State University Foundation. She earned a Bachelor of Arts degree from Ottawa University and an MBA from the University of Missouri-Columbia. |
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Danielle Beck Danielle joined Platte River Capital in February 2010 as a Receptionist. She earned a Bachelor of Science in Exercise Science and a minor in Business Administration. |
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Leoma Lavier |
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Elgin Marsted Elgin is responsible for Sales and Marketing. Prior to joining Platte River Capital, Elgin was the business development officer for Braddock Financial, a residential MBS hedge fund. She began her marketing career with Hanover Square Associates where she raised capital for traditional domestic and international equity and hedge fund managers from the U.S. institutional marketplace. She earned a Bachelor of Science from Montana State University. |