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M.S. Student in Artificial Intelligence at CU Boulder | Incoming M.S. Student in Quantitative Finance at Denver University (Starting April 2026) | Passionate About Equities and Trading

Role: Equity Research & Client Relations Intern at Ips Strategic Capital
Location: Englewood, CO, US
LinkedIn followers: 500 followers

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Experience

Equity Research & Client Relations Intern
Ips Strategic Capital
Oct 2025 — Present · Lakewood, CO, US
Conduct equity research and market analysis to generate actionable insights for client discussions, covering company fundamentals, valuation trends, and sector dynamics.Support portfolio managers by preparing concise pitch materials and investment notes tailored for client needs.Interface with clients directly to provide updates, field inquiries, and strengthen long-term relationships, ensuring a professional and informed client experience.Translate complex market data and research findings into clear, client-ready presentations that highlight risks, opportunities, and positioning strategies.Collaborate with senior team members to align research outputs with firm strategy, while also contributing to client acquisition and retention efforts.

Contact information

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Current company

Ips Strategic Capital

Investment Management · 11 employees · Founded 1996 · Denver, Colorado, United States

Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community. Beginning his career on Wall Street, he became disillusioned with the commission-based, product-driven models that prioritized sales over solving clients’ problems. In the mid-90s, he established IPS Strategic Capital as a fee-based, fiduciary money management firm. As a professor at the University of Denver and the University of Colorado, Dominick has mentored hundreds of interns and students, instilling in them his core belief that “there is no greater purpose than service to others.” He holds the prestigious Certified Investment Management Analyst (CIMA®) certification from the Wharton School of Business and has completed the CFP program at the College for Financial Planning. After he received a B.A from the University of Colorado. Dominick is nationally recognized as a writer, having published two academic white papers, and as a facilitator, radio host, and investment commentator. His insights have appeared in publications such as Financial Planning Magazine, the Denver Post, the Journal of Investment Consulting, EQ Derivatives Magazine, and FA Magazine, among others. In 2009, Morningstar Advisor Magazine featured Dominick for his innovative portfolio strategies that protected clients’ money during the 2008 market downturn. He is frequently invited to speak at investment conferences worldwide, addressing thousands of financial professionals on how to protect and grow clients’ wealth. Additionally, he serves as the Executive Vice Chair of Compass Rose International, a global charity dedicated to eliminating child sex trafficking and aiding survivors. Dominick Paoloni’s unwavering commitment to safeguarding clients’ interests and guiding them toward financial security has cemented his reputation as a leading figure in the investment industry.

investps.com

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Experience

Equity Research & Client Relations Intern

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