Founder and CEO
Ron is a bond market veteran and CFA charterholder with over 31 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 manager 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 and California Municipal markets. Ron identified a unique and under-researched market segment that allows Equus to bring value to its high-net-worth clients.
Ron lives on a gentlemen's ranch with his wife, twin boys, two horses, two dogs, two cats, and six chickens.
Partner and Chief Compliance Officer
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 daughters, and is an avid Jayhawk fan. Matt also serves on the board of Youth Entity, 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 and is a CFA charterholder. Scott adds his experience in Colorado’s public policy sector to Equus’ research team. His primary responsibilities include conducting issuer specific research and monitoring electronic trading sites for bid-wanted situations.
Outside the office, Scott sits on the board of Aspen Valley Land Trust and enjoys anything that involves swimming, biking and running - preferably in that order.
John received his bachelor's degree in Finance and Economics from Temple University in Philadelphia. Previously, John interned with Lockwood Advisors, The Federal Reserve Bank of Philadelphia, Bank of New York Mellon, and J.P. Morgan Private Bank.
His primary responsibilities include trade settlements, client reporting, business development, and market research.
Abhishek is currently a second year MBA student at University at Buffalo. Abhishek's internship began in the summer of 2019 and focused on building the Eagle Eye proprietary surveillance system to help enhance the team's research capabilities.
Abhi was previously a Lead Analyst with Tata Consultancy for Morgan Stanley's Wealth Management Data Team in Pune, India. There he led 10 associates across locations and helped in improving various processes across teams.