John Goltermann, CFA, CGMA

President at Highgate Securities Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Denver, Colorado, United States, US
Languages
  • French -
Skills

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Credentials

  • Chartered Global Management Accountant
    AICPA
    May, 2012
    - Oct, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2001
    - Oct, 2024
  • Commercial Pilot
    Federal Aviation Administration
    Apr, 1986
    - Oct, 2024
  • Certified Public Accountant
    AICPA
    Mar, 2002
    - Oct, 2024

Experience

  • Highgate Securities Investments
    • United States
    • Investment Management
    • 1 - 100 Employee
    • President
      • Nov 2016 - Present

      President and owner. Provides investment management, portfolio strategy, and client advocacy to high-net-worth individuals and families. Oversees development and implementation of firm’s investment strategy and strategic vision. President and owner. Provides investment management, portfolio strategy, and client advocacy to high-net-worth individuals and families. Oversees development and implementation of firm’s investment strategy and strategic vision.

  • Obermeyer Wood Investment Counsel, LLLP
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President and Partner
      • Oct 2014 - Nov 2016

      Managed high-net-worth relationships; as member of investment committee, performed research and investment analysis; authored commentaries and communiqués to client base; served as Chief Compliance Officer. Managed high-net-worth relationships; as member of investment committee, performed research and investment analysis; authored commentaries and communiqués to client base; served as Chief Compliance Officer.

  • Obermeyer Asset Management Company
    • Senior Vice President
      • 2000 - Sep 2014

      Helped shape the firm's global equity strategy, performing analytical work on publicly traded securities, including credit analysis on fixed income instruments. Managed client relationships. Provided written, audio, and televised commentary on markets and investment strategy. (Senior Vice President: 2014-2018; Vice President: 2000-2014) Helped shape the firm's global equity strategy, performing analytical work on publicly traded securities, including credit analysis on fixed income instruments. Managed client relationships. Provided written, audio, and televised commentary on markets and investment strategy. (Senior Vice President: 2014-2018; Vice President: 2000-2014)

  • Janus Capital Corporation, Janus Service Corporation
    • Investment Adviser, Corporate Accountant
      • Dec 1993 - Jul 1998

      Supervised cash management function, worked with bank vendors to invest daily cash deposits in commercial paper and overnight instruments, prepared cash flow projections for operating needs, prepared reports and supporting schedules for external auditors and securities regulators.Investment Adviser, Corporate Accountant, 1997–1998Investment Adviser, Money Desk Associate, 1995–1997Transfer Agency, Extended Services Representative, 1993–1995 Supervised cash management function, worked with bank vendors to invest daily cash deposits in commercial paper and overnight instruments, prepared cash flow projections for operating needs, prepared reports and supporting schedules for external auditors and securities regulators.Investment Adviser, Corporate Accountant, 1997–1998Investment Adviser, Money Desk Associate, 1995–1997Transfer Agency, Extended Services Representative, 1993–1995

Education

  • Arizona State University, W. P. Carey School of Business
    MBA, Finance
    1998 - 2000
  • University of Colorado Boulder
    Economics
    1985 - 1989
  • York High School
    1981 - 1985
  • Avery Coonley
    1978 - 1981

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