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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
sure 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 Securities Service Network, Inc., member
NASD/SIPC.
cpelley@cimcodenver.com (303)
577-8220
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Chad A.
Williams, CFP  , CPWASM, 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 SM 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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Gregg Dirks, Investment Advisor
Representative
Gregg
Dirks joined Cimco as a Registered Representative in 2001.
Prior to that, he was the founder and President of Business
Success Brokerage Corporation, a Minneapolis, MN financial
firm specializing in mergers and acquisitions. Gregg directed
the valuation, marketing and representation
to facilitate
merger or acquisition for both buyers and sellers. His 20
years of financial experience provides unique insight into
corporate financial analysis. At CIMCO, Gregg specializes in
analyzing corporate financial plans to help individuals reach
retirement and end-of-life goals. He earned a Bachelors degree
from the University of North Dakota. |
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