Chris Ofsthun
Wealth Advisor at Next Capital Management, LLC
- Role
- Wealth Advisor at Next Capital Management Llc
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Chris Ofsthun
Wealth Advisor specializing in Wealth Management, Financial Planning, and Investment Advice.
Experience
Wealth Advisor
Jan 2010 — Present · Boulder, CO, US
Next Capital Management is a SEC Registered Investment Advisory Firm dedicated to serving the investment needs of affluent individuals, families and business entities. We provide personalized fee based advice, including the unbiased selection of investments and portfolio allocations among unaffiliated third party investment managers.I manage Next Capital\'s Boulder, CO office.
Education
NYU Stern School of Business
BS
2006 — 2010
Skills
- Investments
- Microsoft Excel
- Strategy
- Analysis
- Mutual Funds
- Microsoft Office
- Financial Modeling
- Securities
- Portfolio Management
- Financial Analysis
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