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.

Garbage In — No Retirement Out

When you are using assumptions to determine whether you can retire, putting ‘garbage in’ may impact your ability to enjoy that retirement when you want. ...

Should I Take My Social Security Benefit Now or Later?

Often times a financial analysis is completed without looking at all the factors. With the majority of people that vote being above the age of...

Downton Abbey: Poor Retirement Planning

Last night, my wife and I watched Episode 1, Season 1 of Downton Abbey. This is a show set in 1912 about the wealthy aristocracy...

Pope Francis has a Philosophy – What’s Your Retirement Philosophy?

Think about the changes in the Catholic Church:  A Jesuit Priest, sworn not to ascend to lofty posts, now is the chief pontificate of the...

Do I Have Enough to Retire?

This is the most frequent question I hear because individuals find it hard to figure out what they will need and have in the future. ...

Retirement Ready: Creating a Financial Planning Philosophy

I have learned that I did my best at something when I had a plan and I practiced. To start you have to have a...

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