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
Finance & AccountingView LinkedIn profile

About Chris Ofsthun

Wealth Advisor specializing in Wealth Management, Financial Planning, and Investment Advice.

Experience

  1. Wealth Advisor

    Next Capital Management Llc

    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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Chris Ofsthun — Wealth Advisor at Next Capital Management Llc in Boulder, CO, US | Unifers