We find ourselves in the middle of one of the greatest wealth transfer periods of all time. Those with wealth must decide whether they want to make transfers, and if they do, they must decide how much, to whom, when and in what structure?
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McGuckin Hardware in Boulder hired Louise Garrels as a member of its marketing team. Garrels will work on reaching new and existing customers via social media and traditional marketing strategies. Previously, Garrels was marketing and communications manager for Impact on Education in Boulder. She is the director for the Centaurus Track & Cross Country Foundation in Lafayette, and previously served on the boards of nonprofits Family Learning Center, the YMCA and Reading to End Racism.
Damon Marxer joined the Merrill Lynch, Pierce, Fenner and Smith Inc. office in Boulder as senior vice president and a personal investment adviser portfolio manager. Marxer previously worked in the same capacity for Merrill Lynch in Michigan. A graduate of the University of Colorado-Boulder, he has been with Merrill Lynch for more than 12 years.
Carole Johns, owner of Niwot Financial Group LLC, passed the Financial Industry Regulatory Authority’s exam that designates her as an investment company and variable-contracts representative. Passing the exam allows Johns to expand her business to include financial services. Johns recently was selected to attend and participate in the Financial Planning Institute, an advanced financial strategies conference sponsored by Irving, Texas-based H.D. Vest Financial Services. In the past 24 years, she has worked with Engineers Without Borders-USA, the Longmont Downtown Development Authority and the city of Longmont.
Cleantech Fellows Institute in Golden hired Boulderite Steven Berens as executive director. The institute offers an educational program to help business leaders transition to the clean-tech industry. Berens plans to expand the focus of the program to include natural gas and water. The institute partners with the National Renewable Energy Laboratory in Golden, federal laboratories in Boulder, universities in Boulder, Fort Collins and Golden, nonprofit trade groups and others. Public and private sponsors provide funding for the program. Berens co-founded Power Tagging Technology Inc. in Boulder and is on the advisory board for the Leeds School of Business Deming Center for Entrepreneurship at the University of Colorado-Boulder. Berens previously was chief executive of Privacy Networks Inc. in Fort Collins.
David Reed, a veteran telecom industry researcher, is joining the University of Colorado-Boulder to create a new center that will study the rapidly evolving broadband industry. Reed, former chief technology officer and chief strategy officer with Louisville-based Cable Television Laboratories Inc., better known as CableLabs, has joined CU’s Interdisciplinary Telecommunications Program as a scholar in residence.
Matt Emmett joined the civil department of JVA Inc.’s office in Boulder as a project engineer. He earned a bachelor’s degree in civil engineering from the University of Colorado-Boulder in 2004 before moving to Seattle. JVA is a 57-year-old structural, civil and environmental consulting engineering firm with offices in Boulder, Winter Park and Fort Collins.
Longmont-based UQM Technologies Inc. (NYSE: UQM), a developer of alternative energy technologies, appointed John E. Sztykiel to its board of directors effective Nov. 1. Sztykiel replaces retired Army Lt. Gen. Jerome H. Granrud, who is retiring from the board. Sztykiel is president and chief executive of Charlotte, Michigan-based Spartan Motors Inc. (Nasdaq: SPAR) and a member of Spartan’s board of directors.
Boulder-based LinkSmart Inc. appointed Perry Quinn as chief revenue officer and head of publisher development. LinkSmart provides text-link optimization and management solutions for websites. Quinn will lead the strategy and day-to-day execution of the company’s publisher development and account management teams. Quinn previously was senior vice president of publisher development at Federated Media Publishing.
Broomfield-based Webroot Software Inc. hired David Duncan as chief marketing officer. Duncan will lead the Internet security products firm’s global marketing strategy. Most recently, Duncan was responsible for developing and leading the CyberSafe secure-storage product strategy for Imation Corp., having joined Imation after the acquisition of EncryptX in 2011, where he was founder, president and managing director for 10 years. Duncan also served on McAfee’s embedded solutions advisory committee for the past two years. Duncan held executive marketing positions at Tactical Marketing Ventures and RL Polk’s Consumer Information Services Division, as well as marketing leadership roles with the former Storage Technology Corp.
Boulder-based Alfalfa’s Market Inc. hired nutrition expert Layne Lieberman for the newly created job of vice president of marketing and consumer relations. Lieberman has more than 25 years experience in marketing and educating the public about healthy, local and organic foods in the retail food environment. Previously, Lieberman founded the Nutrition Learning Centers in Long Island, New York.
Lafayette-based HospiceCare of Boulder and Broomfield Counties hired Annette Mainland as vice president for philanthropy. She will work to develop new strategies to reach the nonprofit’s fundraising goals. Mainland has more than 20 years’ experience in directing fundraising efforts, teaching grant-writing skills, organizing special events and speaking about best practices. She has worked with large nonprofits, including St. Jude Children’s Research Hospital in Memphis, Tennessee, as well as small grassroots efforts. The agency provides care for terminally ill patients and support for their families, as well as bereavement services for anyone in the community who has suffered a loss, and education on all matters related to death and dying.
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