James Cornehlsen

James Cornehlsen

James (Jamie) Cornehlsen, CFA is an investment advisor with Capstone Investment Financial Group and Chief Investment Officer and Managing Director of Dunn Warren Investment Advisors, LLC. Jamie received his MBA from The William E. Simon Graduate School of Business at the University of Rochester, and his Bachelor of Arts in Economics from the University of Colorado and attended The University of York in England. He is a member of the CFA Society of Colorado and previously served as the President of the CFA Society of Colorado. In 1994 to 1996, Jamie began his career as an analyst with the Gartner Group working with the pension plan and 401k program. From 1996 to January 1999, he worked as a financial analyst covering the software industry for Schwab SoundView Capital Markets in Greenwich, Connecticut and Bear Stearns in New York City. Prior to founding Dunn Warren Investment Advisors, Jamie worked with Corboy and Jerde from 2000 to 2001, an investment bank specializing in public and private equity investments.

Alternative Investments to Reduce Medicare Surtax

This is a simplified article to bring attention to the change and provide rudimentary guidance as to what you can do to help avoid the...

Short-termism and Constant Expected Investment Returns

Individuals have come to believe that they should expect 10% returns. Why shouldn’t they, given the recent strong returns over the last 5 years? Nonetheless,...

Static and Target Date Funds – a Curse on the Industry

The use of static portfolios or Target Date funds is prolific throughout the industry. Many 401k plans are offering target date funds that decrease stock...

The 401k Retirement Challenge

When the tax code was changed years ago to include the 401k, companies moved away from offering of pensions, hence letting individuals manage their own...

3 Ways Obamacare is Changing Preparing for Retirement

With people living longer and pension plans on the decline, individuals are forced to create their own retirement plan that may last 10, 15 and...

What are Your Retirement Goals? What does Retirement Mean?

When trying to determine when we can retire, the easy way is answering the question, ‘How much money do I need?’  But this does not...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.