Our Wealth Management Team

David Twibell, J.D. – President/Chief Investment Officer

David is the president of Colorado Capital Bank’s Private Wealth Management group. He is an expert in the areas of portfolio management and alternative investment strategies, and is frequently quoted by national media outlets such as The Wall Street Journal, CNBC.com, Forbes, BusinessWeek, and The Journal of Financial Planning. He received his Juris Doctorate from the University of California at Berkeley and graduated magna cum laude from Santa Clara University with a Bachelor of Science in Finance. Before joining Colorado Capital Bank, David practiced law with a national law firm where his clients included many privately-held businesses, as well as several Fortune 500 companies.

Denver Metro 303.814.5545 | Colorado Springs 719.482.7015
dtwibell@coloradocapitalbank.com

Douglas Jackson, J.D. – Executive Vice President / Director of Planning

Doug’s expertise is in the design, development and review of estate and business continuity plans for successful individuals, families and closely-held businesses. Doug has significant technical knowledge and experience in the areas of estate and wealth transfer planning, business continuity and exit planning, income, gift, estate and multi-generational tax planning, charitable planning and asset protection planning. Doug received his Juris Doctorate from the University of Miami in Florida and graduated cum laude from the University of Northern Colorado with a Bachelor of Science in Finance. Prior to joining Colorado Capital Bank, Doug was the Director of Design for a premier estate and business succession-planning firm.

303.814.5539
djackson@coloradocapitalbank.com

Joy Fruin – Vice President /Portfolio Manager

Joy is responsible for providing portfolio management and wealth advisory services to individuals, trusts, charitable organizations and privately-owned businesses. She has over 25 years of analytical, accounting, administrative and operations experience. Joy has extensive experience in multiple investment strategies involving equities, fixed income instruments, mutual funds and exchange-traded funds. She earned a Bachelor of Science in Accounting from Metropolitan State College of Denver. Prior to joining Colorado Capital Bank, Joy was the Performance Analyst for a large Denver investment firm.

303.814.6322
jfruin@coloradocapitalbank.com

Leigh Ann Niehaus – Business Development Assistant

Leigh Ann is responsible for providing administrative and marketing assistance to the wealth management team. She coordinates the creation of prospective client proposals, as well as managing client intake procedures. Leigh Ann has been with Colorado Capital Bank for since 2008. She graduated cum laude from the University of Illinois with a Bachelor of Science in Advertising. During college, she developed her skills in client communication and business development for one of the nation’s leading financial management and advisory companies.

303.814.5586
lniehaus@coloradocapitalbank.com

Jessica Sare – Wealth Management Assistant

Jessica monitors and maintains the internal accounting system for the wealth management department while providing valuable research and administrative assistance to both members and clients of the wealth management group. She has been with Colorado Capital Bank since 2006 having begun her career in the loan department and transferring to wealth management after two years. She has been in the banking industry since 2001 and has had extensive experience in operations, loans, corporate, wealth management and client services.

303.814.5582
jsare@coloradocapitalbank.com