(Mission: To help maximize life’s potential with those who put forth the effort)
Raphael MartorelloManaging Partner
Raph has been independently named Five Star Wealth Manager* every year from 2014 – 2017, and serves as our Managing Partner. Raph sets our overall vision, manages the LGA team, and is Portfolio Manager of our LGA IncomePlus Fund. With a personal mission to help people achieve life’s potential, Raph inspires our team, clientele, and business partners to constantly strive for greater results. Raph developed our data-driven public investment models over a two decade period, strategies that are now being managed and improved upon by our Investment Team. He also personally sources and invests in our private placement opportunities, and sits on the Investment Committee of for some of our preferred partners. Raph holds a Bachelor of Science in Mechanical Engineering with a Minor in Economics from the University of Virginia.
* Visit this website for review of the Five Star Professional Award: http://ww2.fivestarprofessional.com/five_star_award
Nick PirnackPrivate Client Lead Advisor
Nick has nearly a decade of advising experience, with a focus on business owners, working families, and high net worth retirees. He enjoys helping clients reach their potential while building cash flow to create additional freedom and opportunity. Nick is currently a Board Member for Mile High Young Professionals and is part of Denver Active 2030. Nick holds a Bachelor of Arts degree in Economics with a minor in Business Administration from Colorado State University.
Cole NewcomerPrivate Client Lead Advisor
Cole provides personalized advisory services for successful working professionals and high net worth families/retirees. He has 7 years of advising experience at both LotusGroup and from his prior work at Merrill Lynch. Cole enjoys helping clients gain visibility to their situation, increase control through planning, and bring harmony to their lifestyle and relationships. Cole is currently a member of Denver Active 2030 Children’s Foundation, where he helps those that are not necessary able to help themselves. This volunteer work is symbiotic to his working craft here at Lotus Group. Cole holds a Bachelor of Applied Sciences Degree from Illinois State University.
Karsten GucinskiPrivate Client Lead Advisor
Karsten is a Lead Advisor for LotusGroup, helping a variety of clients while specializing on growing families and single professionals. Part advisor, part coach, Karsten helps clients to put together solid financial plans, while also developing good savings and investment habits that they can stick too. Karsten holds a Bachelor of Science degree in Finance from the University of Denver.
Matt WoolbrightPrivate Client Advisor
Matt serves as a Private Client Advisor for LotusGroup, helping clients who are focused on their careers, families, and charitable causes, and are looking for a trusted friend to help manage their finances. Matt is an ex-reporter in Corpus Christi, TX and is full of positive energy and vigor for life. Matt helps clients to identify goals, implement plans and investments to help them create freedom in their lives. Matt holds a Bachelor Degree in Sociology with a minor in journalism from Texas A&M University.
Doug ReeseIndependent Private Client Advisor
Doug is an independent Private Client Advisor for LotusGroup, specializing in helping business owners to run efficient and profitable entities. Over the past 30 years, he has served as an adviser to over 500 small businesses, with a specialty in dental and medical practices. Doug relies on the remainder of LGA’s team to deliver financial advice, planning, and investment execution, while he focuses on helping clients to improve their businesses, families, and legacies. Doug has a BS/MBA from Western Illinois State and was recently honored with their 2016 Alumni Achievement Award. Doug has also served as an advisor or board member for a wide number of for-profit and non-profit organizations.
Jon BuiDirector of Business Development & Investor Relations
Jon is responsible for the marketing and distribution of our private fund products to the RIA & family office spaces. Jon has over 10 years of experience working in the financial services industry, most recently working at State Street Global Advisors prior to joining LGA. His specialty is understanding the needs of independent Advisors and building successful partnerships to improve client wealth, Advisor growth and efficiency. Jon graduated from the University of Colorado with dual bachelors degrees in Finance/Accounting and is an avid golfer and skier.
Stephanie SchlemeyerProduct Manager
Steph serves as our Product Manager, overseeing our public investment team as well as our reporting processes and products for clients. She leverages years of quantitative analysis and operational experience at both LGA, and previously at the Univ. of Colorado Health Sciences Center. Steph tests and implements new investments, strategies, and software, to help facilitate our go-to-market products. She serves as a Mentor for Minds Matter of Denver and holds a Bachelor of Arts in Mathematics from Messiah College.
Louis FrankPortfolio & Private Partner Management
Louis manages and operates our public investment models and 3rd party data management team. He also assists with the ongoing management of our existing private equity partners, as well as with research on new investment strategies and offerings. Before joining the firm, Louis was an analyst at Fortis Asset Management in Denver, Colorado. Louis holds a Bachelor of Science Degree in Finance from the University of Arkansas.
Amanda CohenOperations Manager & Human Resources
Amanda manages our operations, including the evaluation and functioning of all our internal processes and technologies. She also serves as our Head of Human Resources, assisting with recruiting efforts, onboarding of new staff, and career development opportunities for existing employees. She has over a decade of experience as a leader of dynamic teams, offering exceptional client experiences in various service industries and government. Amanda earned her undergraduate degree from the University of Northern Colorado, and went on to pursue her Masters in Organization Leadership at Regis University.
Lindsey WarhurstClient Services Specialist
Lindsey brings a positive and welcoming attitude to our team and clients. Prior to joining LotusGroup Advisors, Lindsey worked for multiple small businesses including a professional services firm. Her past experiences have given her a passion for customer service, with customer support becoming her specialty. In addition to giving our clients great support, she takes care of the team’s day-to-day needs and has a desire for always improving and growing. Lindsey is an avid photographer and loves participating in outdoor sports competitions. We are grateful to have her uplifting spirit on the team!
I deliver thrilling service and build relationships for life.
I help people reach their potential.
I do what’s right and act from a position of strength.