Timothy J. Ulfig

Mr. Ulfig is the Founder and a Managing Partner of CCFO. He has over 28 years of experience in the private wealth industry and actively demonstrates expertise and focus on the macro-management of accomplished families and their personal and investment requirements. Mr. Ulfig is a senior member of the firm’s Investment Committee and is adept in family education and growth.

 

Mr. Ulfig previously 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.

 

Mr. Ulfig began his investment career in 1994 with Piper Jaffray. He holds a BA and MBA from United States International University in San Diego, California and is a Series 65 license holder.

 

With an ongoing desire to “give back”, Mr. Ulfig has served on the boards of Points for People and the American Heart Association-Denver. He resides in Denver, Colorado and enjoys life with his wife, Elizabeth, and their four daughters.