Rita Koch Day
Geen lopende functies
Profiel
Ms. Rita K.
Day is a Senior Vice President, Chief Compliance Officer & Senior Portfolio Manager at CoBiz Investment Management LLC.
She is responsible for portfolio management and client relationships for CoBiz Wealth.
Additionally, she assists staff with operational and technology processes and procedures.
Ms. Day was a principal owner at Alexander Capital Management Group (formerly Alexander Scriver & Associates) and was instrumental in the firm’s formation in 1978.
Rita also served as a Trust Administrative Officer at The First National Bank of Denver.
She received a bachelor’s degree in finance from Metropolitan State College of Denver, now Metro State University of Denver and a second bachelor’s degree in business management from Metro.
Eerdere bekende functies van Rita Koch Day
| Bedrijven | Functie | Einde |
|---|---|---|
CoBiz Wealth LLC
 CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Compliance Officer | 31-10-2019 |
Alexander Capital Management Group LLC
 Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Lid van de Investeringscommissie | 30-06-2010 |
First National Bank (Waupaca, Wisconsin)
 First National Bank (Waupaca, Wisconsin) Major BanksFinance First National Bank is a nationally chartered commercial bank. The company is based in Waupaca, WI. | Corporate Officer/Principal | - |
Opleiding van Rita Koch Day
| Metropolitan State University of Denver | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Alexander Capital Management Group LLC
Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company. | Finance |
CoBiz Wealth LLC
CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Finance |
First National Bank (Waupaca, Wisconsin)
First National Bank (Waupaca, Wisconsin) Major BanksFinance First National Bank is a nationally chartered commercial bank. The company is based in Waupaca, WI. | Finance |
