Capital Investment Management (CIMCO) Team

 

 

 

 


Company Principals
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Christopher B. Pelley, CEO | Founder


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.



Chad A. Williams, COO | Managing Partner

Chad William's analytical approach, attention to detail and openness to new opportunities provides CIMCO clients with highly attentive and experienced investment management experience. As chief operating officer and head of CIMCO's portfolio management committee, Chad 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. Following the completion of Bachelor's degrees in Economics and Environmental Biology at the University of Colorado, he began his investment career with American Express Financial Advisors. He joined CIMCO in 1999.






Ali K. Yousaf, Marketing Director | Managing Partner
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.



Gregg Dirks, Senior Advisor | Registered 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.


Chris DeShano, CFP
, Senior Advisor | Registered Representative
Chris DeShano is a Senior Advisor who brings expertise in implementing absolute return investment models for individuals. He provides the financial planning tools necessary to help clients achieve their goals successfully. Chris began his career with American Express Advisors and earned his professional licenses in 1998. He earned a Bachelors degree in Business Administration from Western Michigan University.

 

 
 

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