Our People

DARIN SNOW, CIMA®
Managing Partner

Darin Snow has spent more than 23 years in the financial service industry; experienced in Investment management, financial planning and delivering excellent client service. Denver Private Wealth Management represents Darin’s best ideas and practices he developed throughout his career. His clients range from individuals to retirement plans to various foundations. Darin works closely with his clients to create custom investment strategies using modern portfolio theory.

Darin spent the first ten years of his career at Morgan Stanley, focusing on investment management and honing his skills as a client advisor. Darin departed Morgan Stanley for the independent side of the business, seeking a platform that better serves his clients’ goals and needs. Darin spent the next ten years creating a platform that would allow him to service relationships built on fiduciary responsibility. The end result is Denver Private Wealth Management, a client focused firm based on an open platform, transparency of fees, and prudent discretionary asset management.

In 2005, Darin completed his advanced portfolio management education and continuing education courses at the University of Pennsylvania’s Wharton School of Business. There he earned the Certified Investment Management Analyst (CIMA) designation. Darin graduated in 1993 with a B.S. degree from the University of Colorado, Boulder. He has also been recognized with the Colorado Five Star Wealth Manager™ Award for six years.

Away from the office, he enjoys the outdoors, golf and spending time with his two children, Zach & Kaylee.

DANIEL KATZ, CFA
Partner

Daniel Katz, CFA brings 10 years of financial service experience in portfolio management and analysis to Denver Private Wealth Management. Daniel started his career at Ziegler, one of the nation’s largest underwriters of municipal bonds, where he specialized in fixed income; later, Daniel moved on to Morgan Stanley, where he was a financial advisor focusing on investment management for individuals.

Daniel oversees all aspects of Denver Private Wealth Management’s security analysis and portfolio management. Daniel is a graduate of the University of Colorado – Boulder with degrees in Economics and English. As a Chartered Financial Analyst charter holder, Daniel is a member of both the CFA Institute and CFA Society Colorado, where he currently serves on the board as VP. Dan has been recognized with the 2015 and 2016 Colorado Five Star Wealth Manager™ Award.

A native of Colorado, Daniel enjoys everything the state has to offer. Daniel and his wife, Bridget, enjoy biking, tennis, and reading.

MARK LEVINE, CFP®, CRPC®
Partner

Mark Levine brings the financial services industry’s most comprehensive credentials in investment, insurance, retirement and estate planning to the Denver Private Wealth Management team.  In addition to his Certified Financial Planner™ credentials, Mark is also recognized as a Chartered Retirement Planning Counselor™. Mark earned his Bachelor’s degree from Colorado College, Colorado Springs, CO. and is proud to be a seven time recipient of the Colorado Five Star Wealth Manager™ Award.

As a Certified Financial Planner™ Professional, Mark provides Denver PWM clients with fully personalized financial planning, investment and insurance solutions to help grow and protect their hard earned wealth. Mark practices an unwavering commitment to serve every client’s best interest with integrity, diligence and value.

Active in the community, Mark is a member of the Denver Temple Emanuel Brotherhood, providing scholarships to area students, and a member of SCORE, the Small Business Administration’s volunteer service team providing free small business counseling services. In his free time, Mark enjoys hiking, biking and skiing with his family and friends, especially as a way to make up for his love of Denver’s marvelous restaurants.

KRISTI SULLIVAN, CFP®
Financial Planner

Kristi Sullivan has been helping people achieve financial security since 1996. After graduating with a B.S. in Business from Colorado State University, Kristi worked for Great-West Life in the employee benefits department for three years. This experience gave her a strong background in corporate retirement plans, flexible benefit accounts, and group medical plans.

Kristi is a Certified Financial Planner™ designee and holds her Series 65, Colorado and Life and Health Insurance Licenses. She is a member of Financial Planning Association, Alliance of Professional Women, and the Women’s Estate Planning Council.

When not helping her clients, Kristi enjoys spending time with her husband and two sons. Her hobbies include her monthly book club, skiing, and traveling.

Kristi Sullivan offers investment planning and advice under a separately Registered Investment Advisory firm, Sullivan Financial Planning. Sullivan Financial Planning contracts with Vista Private Wealth Partners, LLC and Denver Private Wealth Management as an Independent Contractor. Sullivan Financial Planning, Vista Private Wealth Partners, LLC and Denver Private Wealth Management do not give Tax or Legal advice.

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BRIGID O’GRADY
Client Service Specialist

Brigid has over five years of experience in the financial services industry, including administration, operations, and event planning.  Formerly, she worked for Jackson National as an administrative assistant in marketing, and as an operations specialist.  She has also worked in international travel and customer service.

She has her Master’s Degree in International Relations and Diplomacy from the American Graduate School in Paris, as well as a Bachelor’s Degree in French Language from the University of Colorado.

When she’s not at work, Brigid enjoys spending time with her two beautiful children, Braedan and Everly.  Brigid is excited to help serve the clients of Denver Private Wealth Management.

PROFESSIONAL DESIGNATIONS

CERTIFIED INVESTMENT MANAGEMENT ANALYST • CIMA®

The CIMA is specifically for financial professionals who seek competency as an advanced investment consultant. The CIMA program emphasizes modern portfolio theory, asset allocation, and manager selection. The CIMA designation is offered through Denver based Investment Management Consultants Association (IMCA). The educational component of the CIMA certification process is completed at Wharton Business School’s Executive Education Program at the University of Pennsylvania. For More Information Click Here

CHARTERED FINANCIAL ANALYST • CFA®

The CFA designation, referred to as “the gold standard” by The Economist, is a graduate-level program focused on investment management. The CFA curriculum focuses heavily on portfolio management, security analysis, financial statement analysis, and security valuation techniques. The CFA curriculum is also known for its emphasis on ethics, ensuring charter holders adhere to the highest of standards. For More Information Click Here

CERTIFIED FINANCIAL PLANNER • CFP®

The CFP designation is awarded to individuals who have completed a rigorous program covering a list of nearly 100 topics on integrated financial planning, including financial, estate, tax, and investment planning. Additionally, CFP professionals follow a strict code of ethical standards, ensuring they always serve their clients’ best interests. For More Information Click Here

CHARTER RETIREMENT PLANNING COUNSELOR ℠ • CRPC®

Individuals who hold the CRPC designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. For More Information Click Here

PROFESSIONAL ACKNOWLEDGEMENTS


COLORADO FIVE STAR WEALTH MANAGER™ AWARD

The Award is presented annually and featured in 5280 and the ColoradoBIZ magazines. Financial advisers are nominated for this award by industry peers and selected based on ten objective criteria including client retention, regulatory record, credentials attained, assets under management, and industry tenure. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent. Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year’s list.

In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted. Denver award candidates were identified using internal and external research data. For More Information Click Here

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