Mission: Maximize Human Potential (Make.Life.Count.)
Raphael MartorelloManaging Partner, CIO
Raph founded LotusGroup Advisors in 2004 and has helped build the firm to its current state. He sets our mission, vision and values, and works together with our Management Team to hold the organization accountable to high standards. Raph developed our data-driven public investment models over a two-decade period, strategies which are today managed and improved upon by our Investment Team. He also launched the LGA IncomePlus Fund and LotusGroup Longevity Fund, two successful private alternative funds. Raph holds a Bachelor of Science in Mechanical Engineering with a Minor in Economics from the University of Virginia.
Nick PirnackSenior Advisor, Partner
Nick has over a decade of advising experience, with a focus on business owners, working families, and high net worth retirees. He currently manages our Private Client Advisor Team, ensuring a high quality experience for our growing clientele. 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.
Stephanie SchlemeyerProduct & Public Portfolio Manager, Partner
Stephanie serves as our Product & Public Portfolio 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.
Amanda CohenChief Compliance Officer, Operations Manager & Human Resources
Amanda ensures that all our employees, third parties, products and processes are compliant with our regulatory authorities in her role as CCO. She also manages critical overhead functions such as office management and 3rd party technology vendors. Finally, she oversees our Client Services and Strategic Human Resources functions. Amanda 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.
Ned RuleManaging Director of Distribution*
Ned is responsible for developing institutional relationships and raising capital related to LotusGroup funds. Prior to joining LotusGroup, Mr. Rule served in senior roles at First Eagle Investment Management, Neuberger Berman, Lehman Brothers, and John A. Levin and Company. Mr. Rule received his BA from DePauw University, his MBA from Butler University, and holds both the CFP® and Certified Investment Management Analyst® designations.
* A registered representative of Britehorn Securities, Member FINRA/SIPC | Securities offered through LoHi Securities, Member FINRA/SIPC.
The A-Team (Nothing Less than 10s!)
Devonee Kershner, CFP®Lead Private Client Advisor
Devonee is a CFP® professional with 12 years of experience helping medical professionals, corporate executives, divorced and widowed individuals and retirees. She enjoys working with high net worth families to provide sophisticated planning solutions and advice through their life changes and major work decisions (estate and tax planning, investments, retirement options, charitable giving, insurance, and education planning). Devonee is a member of the Colorado Financial Planning Association, the Texas Tech Financial Planning Alumni Board and volunteers with Junior Achievement to teach financial literacy. Devonee graduated with a Bachelor of Science in Personal Financial Planning from Texas Tech University with a minor in Spanish.
Matt WoolbrightLead Private 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 University 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.
Ashley ColburnClient Services Specialist
Ashley oversees client service relations by assisting our advisors with the operational needs of each client. She has a strong knack for developing and maintaining excellent working relationships with advisors and clients alike. She has an outstanding operational background and is meticulous. With over ten years of experience, Ashley brings an elevated level of organization to the firm. She holds a Bachelor of Arts in Education from Metropolitan College of Denver.
Louis Frank, CAIAAlternative Asset Manager
Louis manages our existing alternative investment partners and helps to co-manage our proprietary private investment funds, including the LGA IncomePlus Fund and the LotusGroup Longevity Fund. 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 and is CAIA certified.
Chris BregginOperations Analyst
Chris provides the team with up-to-date and reliable data as a base for all decisions. He works tirelessly to ensure there are no gaps or errors in our data or processes. His broad background includes experience from both the Mortgage and Pension industries, providing a wide prospective on the numbers which drive today’s markets. Chris holds a Bachelor of Science in Mathematics from the University of Colorado Denver concentrated in statistics with a minor in Economics.
I am highly reliable in helping others to reach their potential.
I do what’s right (ethical) and take ownership in finding solutions to problems.