�۶��Ƶ Denver, CO office welcomes

�۶��Ƶ Private Wealth Management announced the hiring of Peter Sherlock,��Gus Spaulding, and Chase Rodawig as Private Wealth Advisors. They are based in the Denver, Colorado office led by Regional Director Lauren Gorsche, Mountain West Market Executive Mitch Markley and �۶��Ƶ Denver Tech Center Market Director Bruce Dillard.

Peter, Gus and Chase join �۶��Ƶ from Cresset Capital, an Ultra High Net Worth focused Registered Investment Advisor.

Peter Sherlock brings a wealth of experience working with clients to build investment portfolios that help them achieve their financial goals. He focuses on estate planning, wealth transfer, financial planning, philanthropic endeavors, and credit needs. Prior to Cresset Capital, Peter worked at Bank of America Private Bank in Denver where he focused on helping family offices and private business owners navigate issues that arise prior to and after the sale of a business. He also led J.P. Morgan’s energy team for the Rocky Mountain Region and worked with some of the largest energy families throughout the region. Peter received a bachelor’s degree in economics and political science from Emory University and a master’s degree in international business from the University of St. Andrews in Scotland. He also earned a law degree from Emory University and is licensed to practice law in Georgia and Colorado.

Gus Spaulding provides advice on multi-generational wealth transfer, financial planning, philanthropic endeavors, banking, and credit needs. Gus focuses on providing customized inv estment solutions for ultra-high net worth individuals. Previously he worked at Bank of America Private Bank where he was responsible for developing and managing relationships with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions. Gus is the President of the Rocky Mountain Chapter of the Exit Planning Institute (EPI) and holds the Certified Exit Planning Advisor (CEPA) designation from EPI. He earned a bachelor’s degree from Bowdoin College in Brunswick, Maine, with a major in Economics and a minor in Sociology.

Chase Rodawig focuses on developing a deep understanding of clients’ needs, wants, and goals, and tailoring investment portfolios to serve them. In a previous role, Chase co-founded a Registered Investment Advisor in Denver, where he served as Partner & Chief Compliance Officer and served on the firm’s Investment Committee. Before that, Chase began his career at J.P. Morgan’s Private Bank in Denver, where he served on the ultra-high-net-worth investment team and advised client families on portfolios, trading, and assisted in the oversight. Chase graduated magna cum laude with a bachelor’s degree in finance from Southern Methodist University, with a specialization in alternative asset management.

Peter, Gus and Chase are joined by Senior Wealth Strategist Taylor Morton.

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