(Mission: To help maximize life’s potential with those who put forth the effort)
Raphael MartorelloCo-Founder & Managing Partner
Raph has been independently named “Five Star Wealth Manager” every year from 2014 – 2017, and currently serves as our majority owner and Managing Partner. Raph sets our overall vision and manages the LGA team, infusing his consultative and friendly approach into all we do. 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. Raph holds a Bachelor of Science in Mechanical Engineering with a Minor in Economics from the University of Virginia.
Andy SethCo-Founder & Member
Andy & Raph co-founded LotusGroup in 2007, building off of the success of Raph’s previous investment firm Martorello Money Management (MMM). For nine years, Andy helped to develop and improve LGA’s operations, advising, and client service functions. In early 2016, MMM was merged into LGA and Andy moved on to start a new business. He still maintains a modest passive ownership position in LotusGroup Advisors and is a strong advocate for advancing our mission to help clients reach their potential. Andy holds a Bachelor of Arts degree in both Economics and Spanish from Boston College, graduated from Culver Military Academy, and is a member of Entrepreneurs’ Organization (EO). He is also heavily involved in the philanthropic & volunteer community of Denver.
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 Advisor
Karsten serves as a Private Client 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.
Steph serves as our Senior Analyst in the Investment Strategy Group, with years of quantitative analysis and operational execution experience at both LotusGroup and the Univ. of Colorado Health Sciences Center. Steph operates our investment models, executes our portfolio strategies, and helps with primary research on new public investment opportunities and strategies. She serves as a Mentor for Minds Matter of Denver and holds a Bachelor of Arts in Mathematics from Messiah College.
Louis FrankInvestment Analyst & Private Partner Management
Louis assists with the operation of our public investment models, executing our portfolio strategies, and helping with primary research on new strategies. He also assists with the ongoing management of our existing private equity partners. 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.
Haley ConnellAdministrative Assistant and Client Support Represenative
Haley ensures that our clients receive an exceptional experience, leveraging her great focus, attention to detail, and cheerful disposition. Prior to joining LotusGroup Advisors, Haley worked for large corporations, where she specialized in customer support. We would be lost without her, and feel so grateful to have her consistency and uplifting spirit on the team! Haley is currently pursuing her Bachelor’s degree in Business Management from Metropolitan State University of Denver.
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.