MEET OUR TEAM
Patrick S. Jolliffe, CFP®, ChFC, President & CEO
Patrick S. Jolliffe was born in Scottsbluff, NE. He earned a BSBA in Management from the University of Denver. In 1994, Pat founded Jolliffe Financial Services where he began working as a Registered Representative and Financial Consultant specializing in Personal Financial Planning and Business Planning. Pat earned the Chartered Financial Consultant (ChFC) designation in May 1998 and the Certified Financial Planner Practitioner® (CFP) designation in December 1998. He is an Investment Advisor Representative, majority stockholder, and president of JCI, a firm he founded in May 2006.
Shawn Mercer, Vice President and Safe Money Strategist
Shawn began his career in the insurance industry 15 years ago. A pioneer in safe strategies for senior clientele, Shawn has specialized in principally guaranteed safe income strategies utilizing guaranteed insurance contracts underwritten by some of our country's highest-rated insurance carriers. In the safe strategies he promotes, Shawn oversees roughly $40 million. He also recently passed the Series 65 examination, enabling him to complement his expertise with fee-based, customized investment management services. Shawn has been featured as an industry expert in various media, including television and radio in Colorado and Arizona, and is enrolled in curriculum for obtaining his CRPC® designation, offered through the College for Financial Planning. Mr. Mercer attended Oklahoma Baptist University majoring in business administration.
Danae Opp, Office Manager
Danae recently began her experience with the financial industry, but for the past six years she has contributed superior customer service through various industries, including health care and education. She attended The King's College in New York City and became part of the Jolliffe Capital, Inc. team in 2011.
Abdhur Chowdhury, Ph.D.
Abdhur Chowdhury was born February 12, 1953, and earned his BA (Honors) in Economics in 1976 from the University of Dhaka, Bangladesh; his MA in Economics in 1977 from the University of Dhaka, Bangladesh; his MA in Economics in 1981 from the University of Kentucky; and his Ph.D. in Economics from the University of Kentucky in 1983. Dr. Chowdhury is currently a Professor of Economics at Marquette University and the lead chairman for the Economics department. In 2010, he was appointed to the Academic Advisory Council of the Chicago Federal Reserve Board. Dr. Chowdhury serves as JCI's consulting economist. He has over 25 years of experience in the field. He was an Assistant Professor of Economics at Bentley College, Waltham, MA, from 1983-1989. He was an Associate Professor of Economics at Marquette University from 1989-2002, and he has been a full Professor since that time. He teaches both undergraduate and graduate level courses.
Barry K. Mendelson, CIMA
Barry K. Mendelson was born February 8, 1950, and attended Palmer College in Davenport, Iowa, where in 1976 he earned a Bachelor of Science degree. Mr. Mendelson earned his Certified Investment Management Analyst designation ("CIMA") from the Investment Management Consultants Association and the University of Pennsylvania's Wharton Business School in 1990. He has been a member of the Investment Management Consultants Association since 1989 and now serves on its Professional Ethics Committee. Mr. Mendelson is founder and serves as President of Capital Market Consultants, LLC in Milwaukee, WI.
Richard G. Iwanski, CFA
Richard G. Iwanski was born April 18, 1970 and has over 10 years of financial industry experience, servicing institutional and practice management clients and managing investment manager due diligence. From 1999-2004, Mr. Iwanski served as Vice President and Senior Portfolio Analyst at Robert W. Baird & Co. Primary responsibilities included analysis and research of third-party investment managers in the firm's advisory programs, providing guidance to Baird financial advisors on asset allocation, manager selection and client profiling, and developing the sales platform. He joined Capital Market Consultants in February 2004 as a Partner, servicing institutional and practice management clients and managing investment manager due diligence.
Jolie K. Keller, CFA
Jolie K. Keller was born August 24, 1966, and earned her Chartered Financial Analyst (CFA) designation in 2003. Ms. Keller is a Research Analyst at Capital Market Consultants, LLC, and a member of the JCI Investment Research Team. She conducts original research and ongoing due diligence on investment managers, mutual funds and hedge funds. She has over twenty-one years of experience in the financial services industry. Prior to joining CMC, LLC, she was an assistant Vice President, Equity Analyst, and the Equity Trader for Ziegler Capital Management's mutual fund family from 2004-2006. She monitored the equity products' risk exposures and tailored equity portfolio models to specific client requirements. She also served in a compliance capacity, ensuring the equity department's policies and procedures complied with regulatory rules and procedures.
David B. Crandell
David B. Crandell was born October 2, 1948, and has over 30 years of financial industry experience, a great deal of which has been while serving in retail brokerage and constructing client portfolios consisting of mutual funds and individual stocks. Mr. Crandell has been a branch manager for Oppenheimer historically and now serves JCI in the capacity of both IAR and manager of the mutual fund wrap prograpn
Eric Barden, CFA, Barden Capital Management, Inc.
Eric Barden serves as a Separate Account Manager and the Chief Investment Strategist for Jolliffe Capital, Inc. Eric has managed money since 1995, is a frequent CNBC Market Commentator, and has been featured several times on Bloomberg television. Mr. Barden holds a BSBA in Economics and Finance from the University of Texas. Eric was recently congratulated on Being Named a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager.