Dana Woodbury, M.B.A. - President and CEO
Dana Woodbury, founder and President of Buttonwood Investment Services, LLC has been in the financial services industry since 1981. He has worked as a financial planner, due diligence consultant, and high yield bond portfolio manager. In January 1989, he began his association with a national independent broker/dealer, and during his twelve-year tenure served as Director of Due Diligence, Compliance Officer, and Senior Vice President of Equity Sales. Dana has been nationally recognized for his due diligence work, being named to the All Star Team of Due Diligence Officers by the Investment Advisor Magazine (1992, 1993, 1994). He has also served on the Financial Products Advisory Council for the International Association for Financial Planning (IAFP, now the Financial Planning Association or FPA), and has spoken at numerous national meetings on due diligence analysis and asset allocation. He has been quoted in the New York Times, Rocky Mountain News, and the Denver Business Journal. Dana now leads a team of experts in the due diligence field. Specializing in the analysis of illiquid investments, Buttonwood is known for generating a concise and prompt review of alternative products. Providing Financial Professionals with a sound knowledge of the program merits and presenting those to suitable clients is his top priority. Dana received his B.A. in Economics from Northwestern University and his M.B.A. from The University of Chicago. Dana has held FINRA securities licenses: 6, 7, 22, 24, 27, 31, 63, and 65.
Contact Dana: email@example.com
Steve Ogrin, M.B.A. - Chief Operating Officer
Steve Ogrin brings with him extensive experience in investment banking, asset management and investment research. Prior to joining Buttonwood, Steve worked with a Denver area investment bank focusing on sell-side mergers and acquisitions, transaction modeling, company valuation and restructuring analysis. Steve has also worked with the asset management groups at Goldman Sachs and T. Rowe Price, focusing on the portfolio selection and trading needs of corporate clients, pension and retirement funds. Steve received his M.B.A. in finance, economics and entrepreneurship from the University of Chicago’s Booth School of Business and also holds a Bachelor’s of Science degree in finance from Colorado State University. Steve has held FINRA licenses 6 and 63.
Contact Steve: firstname.lastname@example.org
Arthur M. Loyd, Esq./M.S.F. - General Counsel and Due Diligence Analyst
Arthur M. Loyd began his career in civil litigation prosecuting securities violations with the U.S. Department of Justice. He subsequently worked with businesses and professionals to prospectively mitigate risk and defend against malpractice and general liability suits. Prior to law school, he worked as an internal auditor at a Fortune 200 natural gas distributor, where he evaluated and tested the corporate compliance structure and worked with legal to ensure compliance with all state and federal regulatory requirements. Arthur earned his bachelor’s degree in Venture Management, cum laude, from the University of Oklahoma. He completed a dual J.D./M.S. in Corporate Finance degree program simultaneously at the University of Tulsa, with honors, where he was the only student to receive merit scholarships from both the business and law colleges. Arthur also served on Law Review, and was the Chair of the Macroeconomic Committee of the Student Investment Fund, an endowed fund managed by students for the benefit of future student scholarships.
Contact Arthur: email@example.com
Vince Brady, C.P.A. / M.B.A. - Financial and Due Diligence Analyst
Vince Brady has over 20 years’ experience in real estate financial analysis, commercial loan underwriting, and personal tax and retirement planning. Prior to joining Buttonwood, Vince served as the lead C.P.A. and a retirement counselor for a successful local wealth management firm and, earlier, as the lead valuations analyst for a national real estate brokerage firm. Vince received his M.B.A. in Finance from Arizona State University, an M.A. from Northeastern University, and his Bachelor of Arts from Regis University. Vince has held FINRA licenses 6 and 65 and has been a licensed CPA in the State of Colorado since 2007.
Contact Vince: firstname.lastname@example.org
Katie Janda, CFA - Financial and Due Diligence Analyst
Ms. Janda brought her prior financial modeling and portfolio theory experience to Buttonwood when she began in the fall of 2007. She is well versed in working with high net worth clients and their wealth management needs, including tax planning, estate planning and portfolio management. Having worked with clients who directly benefit from Buttonwood’s due diligence services enables Katie to provide investment analysis from a valuable perspective. Ms. Janda graduated from the University of Denver with a Bachelor’s Degree, cum laude, in Finance. She is a CFA Charterholder and a member of the CFA Institute, the CFA Society of Colorado and Beta Gamma Sigma International Honor Society.
Contact Katie: email@example.com
Gwen Woodbury, M.A., CCIM, Director of Business Development
Gwen came to Buttonwood with 30 years experience in the real estate industry. She owned RE/MAX in Aspen, CO for 14 years and has many long term clients in the commercial and residential area. She was a project manager of her beloved ‘The Innsbruck’ in downtown Aspen. Gwen put together a group, bought an old hotel, took it through the city approval process and redeveloped it into 33 wonderful fractionalized condos, which function for short term rentals. She has been a speaker at many state and national conferences. Gwen has a special love of planning and implementing the wonderful Due Diligence Conferences for Buttonwood. She graduated from Loyola University New Orleans Magna Cum Laude and her Master’s degree is from the University of Alabama. She is an avid Tide football fan, and Dana is making her into a Bronco fan.
Contact Gwen: Gwoodbury@Buttonwoodllc.net
Delta Donohue - Director of Administration
After many years spent teaching theater and music, Delta Donohue switched to a career in finance spending 14 years with Invesco as VP of Investment Operations and Special Projects Director. She left Invesco in 2007 to begin a microcredit enterprise partnering with village women in India and also moved into the nonprofit arena as program director for a women’s community center. Delta earned her BA with concentrations in Finance and International Business, summa cum laude, from Regis University and was the 1998 Recipient of John Brennan Excellence in Business Award. Recently, she completed her MA in Organizational Communication, with honors, from Regis University. Delta is a published poet and playwright and enjoys spending time with her children and grandson.
Contact Delta at: firstname.lastname@example.org
Kelly Schuck, Ph.D. - Advisory Board Member
Dr. Schuck’s specialty is business organizational psychology. Her career has been focused on strategic talent management and organizational development. She delivers organizational consulting services to clients in industries such as oil and gas, energy, maritime, insurance, manufacturing, legal and real estate.
Dr. Schuck’s expertise is in the areas of individual, team and organizational assessment. Dr. Schuck assesses job candidates, high potential leaders and individuals seeking career path planning by using personality assessment, emotional intelligence and behavioral interviewing. She is particularly skilled at assessing complex organizational issues and team dynamics. This includes helping CEOs understand individual team members and the overall dynamics of their team.
Dr. Schuck obtained her B.S. Degree in Business Administration from the University of Alabama. She received her M.A. Degree in Community Counseling from the University of Alabama at Birmingham. She received her Ph.D. from Auburn University in Counseling Psychology and completed her Doctoral Residency at Vanderbilt University. She completed a Post Doctoral Residency at Corporate Psychology Resources in Atlanta.
Her professional experience includes more than 15 years of counseling and consulting experience. Prior to specializing in organizational psychology, she worked at East Alabama Intensive Treatment, Vanderbilt’s Psychological and Counseling Center, The University of Alabama Counseling Center and the Jefferson County Crisis Center. When not involved in helping others with their professional development, Kelly enjoys private aviation, artistic and creative activities, snow skiing, and the beach.
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Michael R. Walls - Professor & Director, Colorado School of Mines
Michael Walls is a Professor and Director of the Division of Economics and Business at the Colorado School of Mines in Golden, Colorado. He specializes in the areas of strategic decision making, business strategy, and risk management, with a particular emphasis on applications in the petroleum sector. Dr. Walls teaches graduate courses in Decision Analysis and Corporate Finance. His main research interests are in the areas of petroleum valuation, corporate risk management, and the integration of decision analysis and portfolio management in the corporate context. Dr. Walls also has extensive practical and consulting experience assisting clients in making strategic decisions with respect to capital allocation, investment decisions, as well as developing and implementing business strategies. He has advised extensively in the areas of risk analysis, corporate risk policy, and strategic planning to both major and independent oil companies. Dr. Walls has lectured extensively to petroleum professional and industry groups on the topics of decision analysis, risk and portfolio management. Over the last 25 years, thousands of petroleum professionals from around the world have attended his seminar entitled Managing Risks and Strategic Decisions in Petroleum Exploration and Production. Dr. Walls holds a B.S. degree in geology from Western Kentucky University, an MBA in finance, and a Ph.D. in management from the University of Texas at Austin.
Spring, Moxie, Daisy (left to right)
The Woodbury dogs are an important element in stress management. They hold down their office chair with honor and quiet resolve, daily. Spring (Australian Silky) is the scraper and graduated from the streets. She was rescued after living in the wild, and being only 4 pounds when she was saved from an oncoming car by Gwen. Vegetables are her favorite food, but probably from that being the most readily available in trash cans. Moxie, (a rare breed Miki) is our gentle heart lover. She could be kicked and would lick the foot of the offender. Always ready to give a friendly kiss and loving smile. Daisy (Maltese) is our princess and knows she is such. Daisy is from champion mother and father and at barely 3 pounds, thinks she too has an MBA from University of Chicago. They will gladly welcome you to Buttonwood whenever you visit.