Trace Welch of Boulder-based financial advisory firm Sargent Bickham Lagudis achieved the status of chartered financial analyst. Welch focuses on investment research, portfolio management and trading.
Lucie Zikova of Boulder-based wealth-management firm Quish & Co LLC achieved the designation of certified financial analyst.
Boulder-based Siva Therapeutics Inc. hired Courtney Anderson and Zach Nager as laboratory technicians. They started in February as part-time interns. Anderson received a bachelor’s degree in biological sciences from Colorado State University in 2012, and she has experience in several fields of biology and has worked in various research environments. Nager received a bachelor’s degree in chemical engineering from the University of Colorado-Boulder in 2013. He was involved in several research and design projects during his college career.
The Broomfield Chamber of Commerce hired Jenna Finerty as membership engagement coordinator. Previously, Finerty was director of business development for a dental implant institute. She has experience in marketing, communication, business development and customer service. Finerty received a bachelor’s degree in communication from San Diego State University.
Kate Tallman has been promoted to interim leader of the University of Colorado’s Technology Transfer Office. Tallman succeeds Tom Smerdon, who had served in the same role since August replacing David Allen, who left the university in August to take a similar job at the University of Arizona. Smerdon left CU July 1 to pursue opportunities in Texas. Tallman was promoted to associate vice president from her previous job as senior director for CU’s tech transfer offices in Boulder and Colorado Springs. She has been with CU’s tech transfer office since 2002. The office oversees research at the university’s four campuses in Boulder, Colorado Springs, Denver and Aurora.
Attorney Fred Schraub has joined Alliant National Title Insurance Co. in Longmont as vice president and underwriting counsel. Schraub will assist independent title agents. Previously, he served as an executive and underwriting counsel for both national and regional underwriting companies. Schraub received a bachelor’s degree in business administration from Baylor University and a law degree from the Baylor University School of Law.
Boulder District Judge M. Gwyneth Whalen will rejoin Boulder-based Caplan and Earnest LLC in September as special counsel. She will focus on complex civil litigation. Whalen was the manager of the firm’s litigation practice in 2006 when she was appointed to the District Court for the 20th Judicial District. Whalen will step down as judge Aug. 31. Before entering private practice in 1996, Whalen was an assistant county attorney with the Boulder County attorney’s office specializing in child protection. She graduated from the University of Colorado School of Law in 1990 and Colgate University in 1984.
Attorney Gregory Smith joined Boulder-based Caplan and Earnest LLC as special counsel. Smith has more than three decades of legal experience in the health-care practice area including mergers, acquisitions, entity organization and operation, and contracting and regulatory compliance. He works with home health agencies, provider networks, medical and technology enterprises, nonprofits, medical practices, physical therapy practices, rehabilitation agencies and related trade and charitable organizations. Previously, Smith was chairman of the health-care law group at Hamilton Faatz PC, and practiced for more than 30 years at the Denver firm of Burns Wall Smith and Mueller PC.
Attorney Kemery Sipes joined Denver-based Bryan Cave HRO as counsel in the Corporate Finance and Securities Client Service Group. She will work closely with Mark Weakley, the Boulder-based leader of the firm’s fund formation team. She will be based in Denver. Sipes expands the firm’s fund formation team with experience from her most recent position as assistant vice president and senior legal counsel for a Denver-based asset-management company in Denver.
Niwot-based Boulder Brands Inc. hired Jason Berry as vice president general manager, sales natural and specialty. Berry replaces Rich Clark who has moved on to pursue other opportunities in the natural products industry. Berry has 23 years of natural industry experience and previously worked for Clif Bar in sales for 10 years.
Barb Bashor, Realtor and broker with Wright Kingdom Real Estate, was elected to the Ed and Ruth Lehman YMCA’s board of directors in May. Recently, Bashor was chairwoman of the Y’s annual Community Support Campaign for Youth Development, directing the effort to raise $90,000 to support children of low-income families in the St. Vrain Valley.
Chris Sweeney, managing broker for Boulder-based Pedal to Properties, received the designation of certified residential specialist from the Council of Residential Specialists. The council is a professional network of nearly 33,000 residential real estate professionals from across the country and around the globe. The designation recognizes Sweeney for his completion of CRS-specific course work and his proven record of success—length of time in the real estate business, number of annual transactions and gross sales.
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