Debbie SundquistInvestment Research Associate

With more than 20 years of experience in the financial services industry, Debbie focuses on client and investment portfolio reporting for the firm. She also conducts research of portfolio holdings for account managers and at the direction of the investment committee.

She earned her degree in finance with a minor in economics from Stephen F. Austin State University in Texas.

Today, Debbie resides in Parker, Colorado, with her husband and two children, and enjoys hiking, running, and exploring the outdoors.