Dana Woodbury, M.B.A. - Founder
Dana 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
Gwen Woodbury, M.A., CCIM, Co-Founder
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 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, with honors. She is an avid Tide football fan, and Dana is making her into a Broncos fan.
Contact Gwen: Gwoodbury@Buttonwoodllc.net
Steve Ogrin, M.B.A. - Co-Owner and Principal
Steve 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 Bachelor’s of Science degree in finance from Colorado State University, and his M.B.A. in finance, economics and entrepreneurship from the University of Chicago’s Booth School of Business. Steve has held FINRA licenses 6 and 63.
Contact Steve: firstname.lastname@example.org
Vince Brady, MA, CPA - Co-Owner and Principal
Vince Brady has more than 20 years of 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. Vince has been a licensed CPA in the State of Colorado since 2007.
Tyler Levy, JD, MSRE - Legal Counsel and Due Diligence Analyst
Tyler Levy served as in-house counsel to a regional homebuilder based in the Dallas Fort Worth area where he handled all corporate, real estate litigation, and finance matters. He served an integral part in founding that company’s capital markets division and assisted with multiple public and private offerings. Tyler acted as the company’s due diligence liaison with broker-dealers and third-party due diligence groups and gained a critical understanding of the independent broker-dealer and RIA channel. Prior to working as in-house counsel, Tyler was an associate with an AmLaw 200 international law firm where he worked primarily on real estate and complex commercial litigation matters. He second-chaired two multi-million-dollar trials, drafted numerous appellate briefs, and represented his clients in multiple depositions and dispositive motion hearings. Tyler earned his J.D. at SMU Dedman School of Law in Dallas, Texas. At SMU Law where he served as chair of the law school’s Board of Advocates and as an associate managing editor of the SMU International Law Review. In addition, Tyler worked as a legal research, writing, and advocacy TA and received numerous awards for his advocacy and legal writing while at SMU Law on a local, state, and national level. He was ultimately inducted into the National Order of Barristers and won the John E. Kennedy Memorial Scholarship for his outstanding service to the law school. Tyler his Master of Science in Real Estate and a Certificate in Real Estate Development at the University of Texas at Arlington.
Contact Tyler: Tlevy@buttonwoodllc.net