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Contact Info

The following contact information allows CSAFE Participants access to the staff of the investment advisor and administrator via telephone, fax, email and the website.

Fund transactions can be entered on CSAFE’s website, fax or via telephone. Our operating hours are: Monday – Friday 7:00a.m. to 4:00p.m.

In the unlikely event that staff is unavailable for a telephone request, please do not leave the transaction request on our voice mail. Simply leave your phone number and a staff member will return your call as soon as possible.

Client Services & Portfolio Management inquires:

Financial Advisor, Portfolio Manager

Glenn Scott
(303) 316-5151
Email Glenn Scott

Financial Advisor, Portfolio Manager

Nik Yip
(303) 316-5151
Email Nik Yip

Financial Advisor

Trisha Mingo
(303) 316-5151
Email Trisha Mingo

 

Corporate Client Group Director

Angie Leach-Pizzichini
(303) 316-5151
Email Angie Leach-Pizzichini