Colorado Investment Services Coalition

To advance leadership opportunities and business advocacy in four of the region's largest growth industries, the Metro Denver Economic Development Corporation leads four industry-focused affiliates.

Colorado Investment Services Coalition

 

The Colorado Investment Services Coalition (CISC) is an industry affiliate of the Metro Denver Economic Development Corporation that works collaboratively to advocate for and promote the state’s robust investment services and management industry. Consisting of Colorado’s largest investment services firms, the Coalition is leading initiatives focused on talent attraction and development within the industry through concerted partnerships with area colleges and universities. Coalition members also advocate for legislative policy at the state and federal level conducive to industry growth and job creation in Colorado. 

 

Initiatives

The investment services industry provides diverse and high-paying career paths for the state’s citizens. According to new industry data from the Metro Denver EDC, the subcluster employs 31,750 people statewide. Overall, the industry had a $7.7 billion economic impact to the state in 2016. Between 2011 and 2016, employment growth in Colorado’s investment services was more than double the U.S. rate, increasing 17.8 percent in the state compared with 8.2 percent nationwide. 

The Metro Denver Economic Development Corporation, in partnership with area investment services firms, created the Colorado Investment Services Coalition to present a unified voice to address common issues and opportunities within the industry. CISC members represent Colorado’s largest investment services firms, including: Charles Schwab, Empower Retirement, Fidelity Investments, Janus Henderson Investors, OppenheimerFunds, TIAAT. Rowe Price, and Transamerica.

The Colorado Investment Services Coalition's initiatives include: 

  • Invest in Building Talent Pipeline – Support partnerships with a broad portfolio of universities and colleges in order to build a strong talent pipeline. 
  • Elevate Industry Profile – Through promotion of the Work at Your Peak in Colorado website and other marketing efforts, the Metro Denver EDC promotes the industry on a national basis. 
  • Promote Diversity and Inclusion – CISC members work to develop programming and support that encourages the broadest range of applicants to consider a career in investment services no matter their ethnicity, gender, age, national origin, disability, sexual orientation, or protected veteran status.  
  • Engage in Colorado policy efforts as appropriate – The Coalition educates lawmakers and leaders about the impact of the industry in Colorado.  We promote policies that establish Colorado as a business-friendly environment.

Leadership

Lori Taylor, Empower Retirement

Lori Taylor is a Vice President of Relationship Management for Empower Retirement. In her role as a senior member of the relationship management group, she leads a team of relationship professionals who are responsible for the satisfaction and primary oversight of our client relationships. She also serves in various governance and leadership capacities within Empower. 

Lori, who joined the organization in 2019, has 22 years of experience in the financial services industry. Prior to joining Empower, she was with OppenheimerFunds, Inc., leading operations, client services and relationship management teams. 

Lori holds a bachelor’s degree from the University of Kansas. She currently maintains the Series 63 state securities license and holds FINRA Series 7 and 24 credentials. 

 

Chad Gutierrez, TIAA

Chad Gutierrez is a Director, Human Resources Business Partner for TIAA. In this role, Chad serves as a strategic human resources partner responsible for driving human capital initiatives and talent strategy in support of TIAA’s mission, goals, and values.

Chad, who joined TIAA in 2014, has 14 years of experience in the financial services industry. Prior to TIAA, he worked at Guggenheim Partners in their Investment Banking Division, supporting Talent Acquisition efforts and administration.  

Chad holds a bachelor’s degree from Colorado College. 

 

Resources

Colorado Investment Services Industry Cluster Study

Colorado is a hotbed of investment services activity with an innovative ecosystem, strong workforce, and exceptional quality of life for companies to grow and expand. Ranking 12th out of the 50 states in investment services employment concentration in 2016, the investment services subcluster is a vital component of Colorado’s economy and is experiencing unprecedented growth.

The statewide Investment Services Cluster Study evaluates Colorado’s investment services industry on an annual basis. In 2016, the 31,750 direct investment services workers earning $5.4 billion supported an additional 42,400 indirect workers earning $2.3 billion in all industries throughout the state. In total, the investment services subcluster in Colorado supports 74,140 workers earning $7.7 billion annually. Investment services companies continue to grow and the larger firms are expanding their presence in the state.

 

Calendar

Unless noted otherwise, meetings take place at the Metro Denver EDC, 1445 Market Street (Chamber Building).

Membership meetings are for members and invited guests only. If you are interested in becoming a member, visit our Investor Center.

 

Contact Us

The Colorado Investment Services Coalition is an industry affiliate of the the Metro Denver Economic Development Corporation. For more information on Colorado's investment services industry, contact:

Lisa Hough
Director, Strategic Initiatives
Phone: 303.620.8067
lisa.hough@metrodenver.org