Adam J. Makkai, CFA, MBA
Adam launched Makkai Capital Group in 2004 after working at a Wall Street based investment company for five years. During this time he has worked with clients to create successful investment and financial plans in both good and challenging economic conditions. He has been named a Five Star Wealth Manager by Crescendo Business Services and recognized with other Denver area advisors in 5280 Magazine and ColoradoBiz Magazine.
Heather joined Makkai Capital Group in early 2019 and is responsible for client service and back office operations. As a highly engaged and positive team player she has a strong customer focus and the motivation to deliver exceptional results and customer service with honesty and integrity. She is a dedicated customer service professional with 10+ years experience in finance and administration. Heather lives in Castle Rock with her husband and has two grown children.
Marketing and Community Relations
Lori has worked behind the scenes with Makkai Captal Group since 2013. Her current role assists the company's vision to be an influencer within the local community and focuses mainly on marketing, communications, community relations and back office support. She brings to Makkai Capital over 20 years experience in customer service, management, marketing and communications. Lori is involved extensively in a variety of non-profit fundraising and events as well as volunteer activities throughout Castle Rock and greater Denver. She loves to golf and ski and lives in Castle Rock with Adam and their two children.