Serving families with a personal touch.

Ted brings with him over 28 years of investment experience. His career began in the Yale Investments Office as part of the small team charged with managing Yale’s $40 billion endowment. This was a formative time, given that Yale’s investment performance and innovative approach have been industry leading over the past 30 years.

He also worked for The Rockefeller Foundation in New York, prior to joining a wealth management firm based in Denver, focused on families.

Having lived through the sale of his own family's business, which they owned and operated for three generations, Ted has seen the value a trusted advisor can bring to entrepreneurial families. He recognizes the importance of alignment, and invests his family's capital side by side with Sachem Hill's clients.

Ted earned an MBA from Yale University and studied international economics at Oxford University. He earned a Bachelor of Science from the University of Nebraska where he was an NCAA Champion, Academic All‐American, and Student Athlete of the Year.

He is the Chairman of the Investment Committee for the University of Nebraska Foundation, and sits on the investment committee for The Colorado School of Mines.

Ted lives in Denver with his wife, Stephanie, and their two daughters.

At Sachem Hill, Oana leads the day-to-day strategic operations and management of the firm. In addition to being responsible for the firm’s culture and team, Oana oversees all accounting, compliance and operations functions, as well as managing audit, tax and administration for limited partnerships.

Prior to joining Sachem Hill in 2016, Oana was a partner and the Director of Accounting & Administration for 15 years at another Colorado wealth management firm.

Oana earned her Bachelor of Arts from UCLA, and her MBA from the University of Phoenix. Oana is an Affiliate Member of the Colorado Society of CPAs.

At Sachem Hill, Doug works directly with clients providing investment advice. He has extensive experience in investment management strategies, retirement planning, executive benefits, tax planning and complex wealth transfer planning.

Prior to joining Sachem Hill in 2018, Doug worked for 15 years for another Denver based investment firm as a senior financial adviser.

Doug earned his Master of Science in Finance from the University of Colorado, Denver and his Bachelor of Science from the University of Northern Colorado. Doug is a CFP® professional.

At Sachem Hill, Tony works directly with clients providing investment advice and financial planning advice. He has over 20 years of experience designing comprehensive financial plans and building diversified investment portfolios.

Prior to joining Sachem Hill in 2019, Tony worked for 9 years for another Denver based investment firm as a senior financial adviser and as a senior tax consultant for a national public accounting firm.

Tony earned his JD from Creighton University School of Law and his Bachelor of Science from the University of Nebraska. Tony is a CFP® professional and maintains his license as a Certified Public Accountant. He is a member of the Denver Estate Planning Council and the Rocky Mountain Estate Planning Council, and an active member of the American Bar Association and Nebraska Bar Association.

At Sachem Hill, Dan works directly with clients providing investment advice and financial planning advice. He has substantial experience with wealth management strategies including asset allocation and analysis, concentrated position management, portfolio planning and implementation, and wealth preservation and transfer planning.

Prior to joining Sachem Hill in 2026, Dan worked as a director for 8 years at another Colorado wealth management firm.

Dan earned his MBA from the University of Colorado Boulder and his Bachelor of Science from the University of Denver.

At Sachem Hill, Andy is responsible for a variety of tasks, including investment research, trading, and portfolio modeling, implementation and rebalancing.

Prior to joining Sachem Hill in 2019, Andy worked as an investment analyst for 4 years at another Denver wealth management firm, and as a credit risk and fixed income analyst for 4 years for a global financial institution.

Andy earned his Bachelor of Science from Niagara University, earned the Chartered Financial Analyst designation, and is a member of the CFA Institute.

At Sachem Hill, Zac spearheads our investment manager research effort. He is also responsible for portfolio modeling, implementation and rebalancing.

Prior to joining Sachem Hill in 2017, Zac was an investment analyst for 4 years at another Colorado based wealth management firm.

Zac earned his Bachelor of Arts from Millersville University.

At Sachem Hill, Kiefer is responsible for a variety of tasks, including trading, portfolio implementation and rebalancing.

Prior to joining Sachem Hill in 2024, Kiefer worked as a manager for 4 years at another Colorado wealth management firm, and as a fixed income trading associate for 6 years for a large financial institution.

Kiefer earned his Bachelor of Science from the University of Colorado, and is a Chartered Financial Analyst Level II candidate.

At Sachem Hill, Laurie provides support to clients and advisors, including client onboarding, opening accounts, money movement and reporting.

Prior to joining Sachem Hill in 2018, Laurie worked for 7 years in a similar role at a Denver-based wealth management firm.

Laurie earned her Bachelor of Arts from Michigan State University.

At Sachem Hill, Lisa provides support to clients and advisors, including client onboarding, opening accounts, money movement and processing subscriptions for private investments.

Prior to joining Sachem Hill in 2022, Lisa worked in a similar role for 4 years at a Denver-based multifamily office, and as an operations team lead at a wealth management firm in San Francisco.

Lisa earned her Bachelor of Science from the University of California, Riverside.