Director
Senior PIM Portfolio Manager
Focus
Noel and his team at Trailhead Wealth Management provide comprehensive investment planning to individuals, families, and corporate clients.
Background and experience
Noel has over 29 years of financial and investment experience. He began his career as a Financial Advisor to public agencies and non-profit organizations. He also has extensive investment experience as a tax-free municipal bond trader, and senior investment analyst prior to working with individual and corporate clients.
Noel has received the Chartered Financial Analyst® designation and is a Certified Financial Planner™ professional. He currently volunteers as a member of the Investment Committee for the Community Foundation serving Boulder County.
Noel graduated from the University of California, Berkeley, with a BA in Economics and received his MBA from the Tuck School of Business at Dartmouth College.
Away from the office
Noel spends his free time with his wife, Shina, owner of a business valuation services company, and their two children, Emilia and Declan. They are all active in both team and recreational sports, which for the kids includes swimming, track and field, freestyle skiing, rugby and football. Noel and Shina keep active mountain biking, hiking, skiing and at the boxing gym. Noel has participated in a number of local and international mountain bike races including a coast-to-coast race across Costa Rica and a 3-day team race in Iceland!
CA Insurance License Number: 0E88977. Residence State CO.