James Cornehlsen

James Cornehlsen

James (Jamie) Cornehlsen, CFA is an investment advisor with Capstone Investment Financial Group and Chief Investment Officer and Managing Director of Dunn Warren Investment Advisors, LLC. Jamie received his MBA from The William E. Simon Graduate School of Business at the University of Rochester, and his Bachelor of Arts in Economics from the University of Colorado and attended The University of York in England. He is a member of the CFA Society of Colorado and previously served as the President of the CFA Society of Colorado. In 1994 to 1996, Jamie began his career as an analyst with the Gartner Group working with the pension plan and 401k program. From 1996 to January 1999, he worked as a financial analyst covering the software industry for Schwab SoundView Capital Markets in Greenwich, Connecticut and Bear Stearns in New York City. Prior to founding Dunn Warren Investment Advisors, Jamie worked with Corboy and Jerde from 2000 to 2001, an investment bank specializing in public and private equity investments.

More Republican Presidential Candidates than Retirement Opportunities?

The title of this article is not quite true, but close. With 15 candidates in place for the Republican nomination, the choices are overwhelming.  Just...

Automated Investment Tools – Are They Landing in Your Back Yard?

Automated investment tools, or Robo-advisors as they are commonly known, are not aliens or robots landing in your back yard. You can’t even have a...

Can You Reach Your Financial Goals for Retirement?

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How a Proper Financial Plan can Ease Client Tension

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Short-termism and Constant Expected Investment Returns

Individuals have come to believe that they should expect 10% returns. Why shouldn’t they, given the recent strong returns over the last 5 years? Nonetheless,...

The 401k Retirement Challenge

When the tax code was changed years ago to include the 401k, companies moved away from offering of pensions, hence letting individuals manage their own...

What are Your Retirement Goals? What does Retirement Mean?

When trying to determine when we can retire, the easy way is answering the question, ‘How much money do I need?’  But this does not...

Making the Decision to Pay Off the Mortgage

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Should I Pay Off My Mortgage?

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Hurdles to Retirement – Borrowing Funds from Your 401k

Saving for retirement is a long process. Taking it one step at a time is the only way to accomplish success.  However, you can make...

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