INVESTMENT ADVISORS

Mark Butler – CEO, Butler Financial Services
Mark established the financial planning & wealth management firm that is Butler Financial in 1996, after working for and training extensively with American Express/IDS. He is senior financial advisor, relating directly with firm clients on matters of planning, investments, wealth transfer, and overall sound financial decision-making. Mark holds a B.A./Philosophy (CU/Boulder) and M.A./Psych (Naropa Univ.), and is currently ensconced in the study of economics and behavioral finance. During the past fifteen years he has served as director on several boards of educational, religious, and financial not-for-profit organizations. Mark has recently completed a book on the psychology of money, Zen Money Blues, published in June 2009.

Larry Teitlebaum – Executive Vice President, EPG Incorporated
Larry joined EPG in 1997 having previously served as Principal and Portfolio Manager for Scudder, Stevens & Clark, where he directed investments of $4.5 billion in Global and International bond assets. In this capacity he performed as principal spokesperson for Scudder’s style and characteristics to clients. Prior to Scudder, Mr. Teitelbaum managed $9 billion in Global Bond Funds as a Senior Portfolio manager for Merrill Lynch Asset Management. Prior to Merrill, Mr. Teitelbaum was a Worldwide Cash and Foreign Exchange manager of Storagetek in Louisville, CO. Mr. Teitelbaum received a Bachelor of Arts degree in Mathematics from Tufts University and his MBA in finance from the University of Colorado Graduate School of Business.

Jesse Grimes – Board of Directors, The Sakyong Foundation; Managing Director, Highland Capital
Mr. Grimes works for a financial investment firm as the Managing Director of Client Services.  He is also the director of the Dorje Kasung, a volunteer service organization, which assists with the welfare and health of the international Shambhala Community. Previously, Mr. Grimes worked for five years as a paramedic, until he changed career focus in 2005, applying his decision making and relationship building skills to the financial sector.  He is a member of the Board of Directors of Shambhala International and is a founding member of the Board of Directors of The Sakyong Foundation.  He traveled with Sakyong Mipham Rinpoche for two years as his attaché, overseeing communications and day-to-day activities. Mr. Grimes received his Bachelors of Arts degree in Kinesiology from the University of Colorado in 1996.  In 2000, Mr. Grimes graduated from the Memorial Hospital of Rhode Island’s paramedicine program, an affiliate of The Warren Alpert Medical School of Brown University.

Alex Halpern – Board of Directors, The Sakyong Foundation; A Halpern LLC
In 2000, Mr. Halpern opened his own law practice in Boulder. He specializes in the representation of non-profit, charitable organizations. Prior to that, Mr. Halpern was with the Boulder law firm of Caplan and Earnest, where he specialized in trials and appeals, with an emphasis on education and constitutional law.  Mr. Halpern also continues to practice litigation as a public interest attorney in support of public education. In 1990, Mr. Halpern became a member of the Board of Directors of Vajradhatu, now known as Shambhala. He served as Chairman of the Board from 1993 through 1999, and presently serves as Vice-Chair and General Counsel. He was a trustee of the Naropa University from 1990 through 2003 and has been a member of the board of directors of Shambhala Mountain Center since it was incorporated in 2001. Mr. Halpern is a founding member of the board of directors of The Sakyong Foundation. Mr. Halpern received his juris doctor degree from the University of Denver School of Law in 1976.

Denny Robertson – Board of Directors, The Sakyong Foundation; Manager and Loan Officer, Ashoka Credit Union
Ms. Robertson has many years of experience in managing finances for growing non-profit organizations. Ms. Robertson has been the Manager and Loan Officer for Ashoka Credit Union since 1992, where she significantly increased assets and has sustained a remarkable zero loan-loss for 15 years. Prior to that, she served for five years as Comptroller preceded by nine as Business Manager of Naropa University, a private liberal arts institution. Ms. Robertson received a Bachelors of Arts degree in Buddhist & Western Psychology and a Masters of Arts in Gerontology and Long-Term Care Management, both from Naropa University.

Jeff Waltcher – Executive Director, The Sakyong Foundation
Mr. Waltcher has been Executive Director of The Sakyong Foundation since its inception in May 2006.  From 1998-2006 he served as Executive Director of Shambhala Mountain Center, leading the development effort for this 600-acre retreat in the northern Colorado Rockies that is the flagship facility under Sakyong Mipham Rinpoche’s guidance. Prior to that he held various leadership positions of early-stage companies in the computer software and telecommunications industries in San Francisco (1988-1997), and spent three years in New York managing a venture capital and leveraged buyout portfolio for New York Life Insurance Company (1985-1988). Mr. Waltcher served as a member of the Board of Directors of Shambhala International from 1991-2001. Mr. Waltcher received an MBA in finance from the University of Colorado in 1984.

Banking and brokerage service providers include Wells Fargo Bank, Wells Fargo Brokerage Services, and Charles Schwab & Co.