OUR INVESTMENT TEAM

INVESTMENT MANAGEMENT TEAM

Though IMA has been around for over three decades, we still have little patience for bureaucracy. We are engaged in the unending pursuit of improving everything we do, from constantly refining our investment process to delivering incredible customer service to our clients.

Michael L. Conn, CFA

“President and Founder

Michael L. Conn, CFA

President and Founder

Mr. Conn earned his B.A. from the University of Colorado at Boulder and his M.B.A. from the Harvard University Graduate School of Business Administration. Michael has more than 40 years of investment experience. more

Prior to Investment Management Associates, Mr. Conn was a vice-president and a portfolio manager for Founders Capital Management and Founders Mutual Depositor Corporation. Earlier in his career Michael was a securities analyst with Financial Programs, Inc. and Wellington Management Company.

Mr. Conn is a CFA charterholder and has served as president and director of the CFA Society of Colorado. less

Vitaliy N. Katsenelson, CFA

Chief Investment Officer

Mr. Katsenelson joined IMA in 1997. He received both his BS and MS degrees in finance from the University of Colorado at Denver. more

His two books were published by John Wiley & Sons and have been translated into eight languages. His articles have appeared in Barron's, Financial Times, Forbes, Business Insider, CNBC, Globe & Mail, and MarketWatch, among others. Vitaliy has also been a guest on CNBC, Fox Business, BNN and Yahoo! Finance.

Vitaliy has close to 20 years of investment experience and has taught a graduate investment class at the University of Colorado at Denver. He also speaks to investor organizations in the U.S. and abroad.

Mr. Katsenelson is a CFA charterholder and has served on the board of the CFA Society of Colorado. Forbes Magazine called him “The new Benjamin Graham”.

He serves on the board of Arapahoe Philharmonic. less

OUR INVESTMENT
RESEARCH NETWORK

Unlike some firms, we can admit that we don’t know it all. That’s why we spent several decades carefully nurturing a wide network of professional investors. We even created a conference to do that. We share investment ideas with this network and they share their ideas with us, helping us find new opportunities or gain insights into our existing holdings.

INVESTMENT RESEARCH TEAM

We build hundreds of financial models while picking only a handful of investments. That’s why we have a dedicated research team to help us identify the best candidates for our portfolio.

Tyler Bentley

Tyler Bentley graduated from the University of Colorado at Boulder with Bachelors in Economics and Psychology. He is a CFA Level 1 Candidate.

Aziz Alhebaishi

Aziz Alhebaishi graduated with honor in finance from Western Washington University. Aziz will be graduating in November 2017 from the University of Denver with MS in finance – investment track.

SERVICE TEAM

We are always there for our clients. You can get in touch by phone or email and we’ll get back to you within one business day.

Theresa Lewingdon

Ms. Lewingdon joined IMA in 1997 after serving the U.S. Army as a civilian in administrative and regulatory control. She received her bachelor in Finance from the Metropolitan State University of Denver more

Ms. Lewingdon is responsible for all operational, client services, compliance and administrative functions at IMA. less

Rachel Katsenelson

Ms. Katsenelson worked in investment industry since 2006. Until 2009 she worked as director of operations at PVG Asset Management. She received her bachelor degree in marketing from University of Colorado at Denver.

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"Vitaliy Katsenelson is the new Benjamin Graham."

- Forbes

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"Vitaliy Katsenelson is the new Benjamin Graham."
- Forbes

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CUT THROUGH THE BS - JOIN 30,000 READERS!

"Vitaliy Katsenelson is the new Benjamin Graham."
- Forbes

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"Vitaliy Katsenelson is the new Benjamin Graham."
- Forbes