Tom Koehler Email & Phone Number

Silverthorne, CO, US

Silverthorne Colorado

Silverthorne Co

Frisco CO

My mission at sustainable hiker-sustainable skier is to welcome you to take a journey in nature with me to more appreciate the need to save and heal our eco-system and environment through green legislative updates and action, green investing education and action to reduce your GHG emissions as well as bringing you the needed awareness on land and water.

Frisco Co

• Drive natural resource protection awareness through public speaking engagements on the "four pillars" including land stewardship, local sustainability, green investments and the power of legislative action.
• Presented to groups such as Summit County Rotary, Alliance Center Denver and local groups.
• Successfully brought legislative and local sustainability groups together to facilitate a common message.

Greater Denver Area

• Advised Wealth Management firms on asset allocation and investment process development.
• Provided in-depth research on asset classes and mutual funds to support the RIA community.
• Aided investment committees in their portfolio positioning and assessment.

Breckenridge Peak 9

I had a wonderful experience teaching people who were new to skiing. My very welcoming demeanor helped them feel more at ease to be able to take on the daunting task of learning to ski. I truly enjoyed working with diverse groups who flew in to live the dream and to learn to ski. If it was a large group, I tended to thrive as I was energized by the many.

I directed the investment research, trading and portfolio management. In addition, I mentored two junior analysts in portfolio management and trading.

Advised $165 million of high net-worth fixed income and balanced accounts.Implemented tactical duration strategy based on outlook for capital market conditions and initiated trades based on relative strength of economic variables.Determined capital market expectations based on Fed policy and economic indicators.Enhanced balanced portfolio returns and.

Managing Director of Sales and Trading, 1997-2003Developed strategic initiative with management that expanded the sales and trading desk through product diversification and through the extension of department portfolio duration.Worked with team to increase trading desk asset base 10% in first year by $60 million and contributed to revenue gains by 20% in.