Thoughtful, Balanced Wealth Advisory.
$700m Colorado team forms independent practice – PAM
By Stephanie Bartup
November 9, 2015 9:43 AM ET
Four former Merrill Lynch employees have broken away and formed their own independent advisory firm with more than $700m in client assets.
The team behind Cardan Capital Partners – Ross Fox, Matthew Papazian, Marti Awad and Sarah Keys – is now one of the largest independent advisory firms in Colorado.
Based in Denver, the firm works with corporate executives, professionals, business owners and entrepreneurs in Denver, Vail and Aspen as well in major markets nationwide.
The team said they chose the name ‘Cardan’ to reflect their approach to wealth management, with the word originating from the ‘cardan’ suspension, a navigational tool used in sailing to ensure a ship’s stability and balance in both calm and rough waters.
“We have always strived for excellence by embracing the most innovative and progressive trends in the financial services industry. The continued evolution of technology and strategic partners in the independent space have made the independent model compelling for our clients and for us,” said Fox, managing partner at Cardan Capital. “Many of our clients appreciate being in the mountains and have vacation homes in ski resorts. We have a passion for serving clients both in the state and those who may be at a distance but who have a deep connection with Colorado.”
Cardan Capital Partners has become a member of the Dynasty Financial Partners platform, and will utilize the firm’s proprietary technology, research access, analytical tools, and its home office investment team members.