Adam J. Makkai, CFA
Adam launched Makkai Capital Management 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.
William “Jim” Fleming, CFP
Jim is a Military Veteran that served in the US Air Force with the Colorado 140-th Air National Guard with service in Vietnam as an Advisor to the South Vietnamese. He has a Bachelor of Science Degree from University of Colorado in Finance and Marketing. Jim has over 50 years experience in the Financial Services Industry. For 20 years he worked in the Commercial Banking Industry.
Jennifer joined Makkai Capital Management in 2017 and is responsible for client service and back office operations. She has over 15 years experience in sales, marketing and account management. Jennifer has a Bachelors degree from Colorado State University and currently lives in Castle Rock with her two children. She enjoys the great outdoors either walking or riding her bike, volunteering at her kids school and church.