Marc Jimenez, CFA, CFP®
Marc serves as the firm’s Managing Principal and Chief Investment Officer. As the Founder of CAM Investor Solutions in Denver, Colorado, he leads a team of experts across the country with a common vision: A better way to protect your financial health.
Prior to CAM, Marc has held multiple responsibilities since joining the financial services industry in 1998. This included serving in roles as a wealth advisor, portfolio manager, and trader for both large and independent advisory firms. In 2013, he also co-founded a boutique national TAMP offering where he provided outsourced solutions to independent registered investment advisers across the country. In addition, Marc has spent several years working with institutional clientele. This includes his role as a Regional Director for Dimensional Fund Advisors (DFA) where he worked with some of the firm’s largest independent advisory firms in the U.S. to provide investment strategy, client communication, and capital markets research. He also worked at TIAA-CREF where he helped establish the firm’s first wealth management solution and worked closely with many of TIAA’s largest pension and retirement clients.
Marc has been a CFA Charter holder since 2006, and has also been a CERTIFIED FINANCIAL PLANNER™ since 2013. He graduated from Arizona State University in 1998, with a Bachelor of Science degree in Finance.
Marc lives in Denver with his wife, Ann, & daughter, Campbell. For fun he enjoys all-things outdoors in Colorado and watching college football. He is also heavily involved in the Colorado chess community. As a longtime member of the USCF, and having competed and coached himself for over 35 years, Marc continues to volunteer, participate, and support the growth of chess in the Denver Metro Area for children of all ages. He also launched, Clocks for Kids, benefiting Colorado’s scholastic chess players and to support, promote, and foster development across our local youth.