Denver S. Gilliand, Jd, Llm, Cima work email
- Valid
- Valid
Denver S. Gilliand, Jd, Llm, Cima personal email
Denver brings nearly 25 years of experience in financial services to clients with a diverse background in investment management, estate planning, and financial management.He began his career as an estate planning attorney, where he used his law degree and his master’s degree in Tax Law to help clients create their estate plans. He now leverages his legal and tax background to create tax-efficient wealth transfer plans for his clients. Denver has the ability to integrate the appropriate investment strategy into his clients’ wealth transfer plans. He also works with the trustee to administer the trusts on a daily basis. From an investment standpoint, Denver works with his clients to deliver risk-adjusted returns that “feel right” to each person. Whether it is growing or preserving capital, or providing an income stream to replace historical wage income, Denver takes great pride and creating an investment plan that helps each client “sleep at night.”Prior to HighTower, Denver spent 10 years as a Senior Vice President in the Private Banking and Investment Banking Division of Merrill Lynch, where he oversaw approximately $350 million of assets for 35 clients. Prior to Merrill Lynch, Denver was a Managing Director at U.S. Trust Company of NY, where he held a combination of roles, including overseeing Tax Compliance, Financial and Estate Planning, as well as the Sales and Marketing for U.S. Trust’s presence in the upper Midwest.Denver has served on numerous non-profit boards, including The Minnesota Opera, as a member, Treasurer and Chair of the Investment Committee; Faith’s Lodge, as a board member; Minneapolis United Soccer Club, as Vice President; The Loft, as a member of the Investment Committee; and The Oakleaf Trust, as a trustee. He also served as an adjunct professor of law at Hamline University Law School.
Dsg Capital Advisors, Llc
-
Chief Executive OfficerDsg Capital Advisors, Llc Aug 2024 - PresentEdina, Minnesota, United States
-
Ceo, CioDsg Advisors | Hightower May 2016 - Aug 2024Greater Minneapolis-St. Paul AreaThe DSG Advisors team is comprised of experienced financial services professionals with diverse strengths and specialties. Our six-person, multi-disciplinary team includes an attorney, a CPA and several professionals. With years of combined experience, our team upholds and exemplifies values of trust, financial stewardship and excellence in client service. -
Private Wealth Advisor, Senior Vice President - Wealth ManagementMerrill Lynch Jun 2006 - May 2016 -
Managing DirectorU.S. Trust May 2001 - Jun 2006
Denver S. Gilliand, Jd, Llm, Cima Education Details
-
Tax Law/Taxation -
Juris Doctor (J.D.) -
Economics/Political Science
Frequently Asked Questions about Denver S. Gilliand, Jd, Llm, Cima
What company does Denver S. Gilliand, Jd, Llm, Cima work for?
Denver S. Gilliand, Jd, Llm, Cima works for Dsg Capital Advisors, Llc
What is Denver S. Gilliand, Jd, Llm, Cima's role at the current company?
Denver S. Gilliand, Jd, Llm, Cima's current role is CEO, DSG Capital Advisors, LLC.
What is Denver S. Gilliand, Jd, Llm, Cima's email address?
Denver S. Gilliand, Jd, Llm, Cima's email address is dg****@****ors.com
What schools did Denver S. Gilliand, Jd, Llm, Cima attend?
Denver S. Gilliand, Jd, Llm, Cima attended Mitchell Hamline School Of Law, Syracuse University College Of Law, University Of Wisconsin-Madison.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial