Ron is a bond market veteran and CFA charterholder with over 30 years of investment experience covering a wide variety of fixed income instruments. He enjoyed a successful 21 year career at Janus Capital Group rising from a young analyst to a seasoned portfolio manger overseeing $2.5 billion in mutual fund and private account assets. His flagship fund, Janus Flexible Income fund, achieved a lifetime ranking in the top decile of all Flexible Income Funds ranked by Lipper Analytical.
After moving to the mountains to enjoy a more rural lifestyle in 2007, he founded Equus to focus exclusively on the Colorado Municipal market. Ron identified a unique and under-researched market segment that allows Equus to bring value to its high net worth clients. Since its formation, Equus has become a leader in the analysis and research of this specific market class.
Ron lives on a gentlemen’s ranch with his wife, twin boys, two horses, two dogs, two cats and six chickens.
Matt received a bachelor’s degree in Finance from the University of Kansas and is a CFA charterholder. With over nine years of experience, his primary responsibilities include portfolio management, trading and oversight of our firm’s compliance program. Matt is a seasoned municipal analyst having visited over 100 individual credits in our state.
He enjoys the outdoors, spending time with his wife and young daughter, and is an avid Jayhawk fan. Matt is also on the board of YouthEntity, a non-profit providing financial education and real world career experiences to kids throughout the Western Slope of Colorado.
Scott received his bachelor’s degree in Political Science from Colorado State University in 2010. Scott adds his experience in Colorado’s public policy sector to Equus’ research team. His primary responsibilities include conducting issuer specific research and portfolio management. Scott is currently a Level lll candidate in the CFA program.
Scott is quick to suggest the best spot to drink espresso throughout any number of Colorado’s rural towns. Outside the office, he enjoys anything that involves
swimming, biking and running – preferably in that order.