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Company Principals


Click for Staff

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Christopher B. Pelley, CEO | Managing Director
Founder
Christopher Pelley
has been a leader in the financial services industry for nearly 30 years. Chris
brings clients an international perspective and a passion for helping them plan
and enjoy a retirement. He spent 11 years working for world-class financial
institutions including a major Wall Street firm in
Great
Britain
. When he returned to the
U.S.
, he thrived with Shearson Lehman Brother's elite retirement
planning network as a retirement planning specialist for corporate executives. In
1994, Chris founded Capital Investment Management (CIMCO) with the goal of offering
clients independent investment advice based on the individual's needs, not corporate
directives. CIMCO is now one of the largest financial advisory practices in
Colorado
. Chris' international experience is reflected in his committment to
an optimal absolute return investment philosophy. Today, Chris consults with clients
and conducts seminars on topics ranging from 401(k) investing to pension plan analysis.
Chris has a BA in Psychology and a BS in Economics from the
University
of
Missouri. He also earned a Chartered Financial Consultant (ChFC) designation from the
American
College
in
Bryn Mawr,
Pennsylvania. He is an Investment Advisor Representative at CIMCO and is a Registered Principal
with First Allied Securities, Inc., member FINRA/SIPC.
cpelley@cimcodenver.com
(303) 577-8220
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Chad A. Williams, CFP®,
CPWA®
COO | Managing Partner
Chad
is chief operating officer and managing partner of Capital Investment Management.
Chad
earned his Bachelor's
degrees in Economics and Environmental Biology from the
University of
Colorado.
He started his career with American Express Financial Advisors and joined CIMCO in 1999. In 2009,
Chad
received his Chartered Private Wealth Advisor (CPWA) designation from the Investment
Management Consultant's Association (IMCA) following coursework and evaluation from
the Booth School of Business at the
University
of Chicago.
Chad
's
analytical approach, attention to detail and openness to new opportunities provides
CIMCO clients with highly attentive and experienced wealth management advice. As head of CIMCO's portfolio management
committee, he oversees the firm's investment positions and trading department and
helps clients manage their portfolios and financial decisions.
He continually screens investment options and market direction and evaluates
how to optimize performance without incurring undue risk. Chad is devoted to improving
his community with his involvement with the YMCA and the Association For Corporate
Growth (ACG).
cwilliams@cimcodenver.com (303)
221-1000
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Ali K. Yousaf, Marketing Director | Managing Partner, AWMA
Ali Yousaf exemplifies CIMCO's international
perspective and passion for teaching people about managing money. Ali is the son
of an international banker, and spent his youth in the diverse cultures of Pakistan,
Yemen, Great Britain, Indonesia and the United States. Following graduation cum
laude from the University of Colorado with a Bachelor's degree in Finance, he joined
CIMCO as a technical analyst in 1999. Today, he not only counsels individual clients
but also leads CIMCO's client outreach efforts by conducting investment workshops
for corporate audiences. His awareness of different cultural values and individual
needs allows him to relate effectively with diverse audiences. Ali directs
CIMCO's international expatriate program and provides guidance regarding international
investment
opportunities in the firm's portfolio strategies.
Ali is an Accredited Wealth
Management Advisor ® designee, a highly respected credential received
upon completion of educational and examination requirements from the College of
Financial Planning ®. Ali is also active in his community and serves
on the Board of the Rocky Mountain Childrens Law Center, a nonprofit child advocacy
organization.
ayousaf@cimcodenver.com
(303) 221-1000
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