Serving families with a personal touch.
Our independent, private ownership means we only have one person to answer to: you, the client. Our commitment to exclusivity and a higher standard of service ensures your wealth is always managed intimately and with integrity.
Ted Harris
Ted brings with him over 27 years of investment experience. His career began in the Yale Investments Office as part of the small team charged with managing Yale’s $40 billion endowment. This was a formative time, given that Yale’s investment performance and innovative approach have been industry leading over the past 30 years.
He also worked for The Rockefeller Foundation in New York, prior to joining a wealth management firm based in Denver, focused on families.
Having lived through the sale of his own family's business, which they owned and operated for three generations, Ted has seen the value a trusted advisor can bring to entrepreneurial families. He recognizes the importance of alignment, and invests their family's capital side by side with Schoolcraft's clients.
Ted earned an MBA from Yale University and studied international economics at Oxford University. He earned a Bachelor of Science from the University of Nebraska where he was an NCAA Champion, Academic All‐American, and Student Athlete of the Year.
He sits on the investment committees for The University of Nebraska Foundation, The Colorado School of Mines, and St. Anne's Episcopal School.
Ted lives in Denver with his wife, Stephanie, and their two daughters.
Oana Bolton
At Schoolcraft, Oana leads the day-to-day strategic operations and management of the firm. In addition to being responsible for the firm’s culture and team, Oana oversees all accounting, compliance and operations functions, as well as managing audit, tax and administration for limited partnerships.
Prior to joining Schoolcraft, Oana was a partner and the Director of Accounting & Administration for 15 years at another wealth management firm in Colorado.
Oana earned her Bachelor of Arts from UCLA, and her MBA from the University of Phoenix. Oana is an Affiliate Member of the American Institute of CPAs (AICPA) and the Colorado Society of CPAs.
Doug Morris
At Schoolcraft, Doug works directly with clients providing investment advice. He has extensive experience in investment management strategies, retirement planning, executive benefits, tax planning and complex wealth transfer planning.
Prior to joining Schoolcraft, Doug worked for 15 years for another Denver based investment firm as a senior financial adviser.
Doug earned his B.S. from the University of Northern Colorado, and his MS in Finance from the University of Colorado, Denver. Doug is also a CFP® professional.
Tony Coppola
At Schoolcraft, Tony works directly with clients providing investment advice and financial planning advice. He has over 20 years of experience designing comprehensive financial plans and building diversified investment portfolios.
Prior to joining Schoolcraft, Tony worked for 9 years for another Denver based investment firm as a senior financial adviser and as a senior tax consultant for a national public accounting firm.
Tony earned his J.D. from Creighton University School of Law and his B.S. from the University of Nebraska. Tony is a CFP® professional and maintains his license as a Certified Public Accountant. He is a member of the Denver Estate Planning Council and the Rocky Mountain Estate Planning Council, and an active member of the American Bar Association and Nebraska Bar Association.
Andy Hein
At Schoolcraft, Andy is responsible for a variety of tasks, including trading, investment research, portfolio modeling, implementation and rebalancing.
Prior to joining Schoolcraft, Andy worked as an investment analyst for 4 years at another Denver wealth management firm, and as a credit risk and fixed income analyst for 4 years for a global financial institution.\
Andy earned his B.S. from Niagara University, earned the Chartered Financial Analyst designation, and is a member of the CFA Institute.
Kiefer Chapman
At Schoolcraft, Kiefer is responsible for a variety of tasks, including trading, portfolio implementation and rebalancing.
Prior to joining Schoolcraft, Kiefer worked as a manager for 4 years at another Colorado wealth management firm, and as a fixed income trading associate for 6 years for a large financial institution.
Kiefer earned his B.S. from the University of Colorado, earned the Chartered Financial Analyst designation, and is a member of the CFA Institute.
Laurie Ness
At Schoolcraft, Laurie provides support to clients and advisers, including client on-boarding, opening accounts, money movement and reporting.
Prior to joining Schoolcraft, Laurie worked for 7 years in a similar role at a Denver based wealth management firm.
Laurie earned her B.A. from Michigan State University.
Lisa Read
At Schoolcraft, Lisa provides support to clients and advisers, including client on-boarding, opening accounts, money movement and processing subscriptions for private investments.
Prior to joining Schoolcraft, Lisa worked in a similar role for 4 years at a Denver-based multifamily office, and as an operations team lead at a wealth management firm in San Francisco.
Lisa earned her B.S. from the University of California, Riverside.
