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Our Support Team

TownSquare Capital, LLC. has a unique team-based approach which places clients at the center of everything they do.  As a client of the firm you benefit from total resources of the group.  While your individual advisor will take a lead role in the relationship, a team of specialist work in the background for your benefit.

The Story – Why does an individual client invest differently than an institution?

The availability, tax efficiency, and pricing of certain investment options is the biggest road block to an individual investor.  Institutions own stocks and bonds differently than most individual clients.  At TownSquare Capital, we believe the individual client should have the same access to these investments with similar pricing structures.  We offer a unique approach to solve for this obstacle in the industry.

The People

TownSquare Capital’s designated CFP® / CFA Senior Portfolio and Fixed Income Strategists work directly with us to develop, implement, and monitor your investment portfolio and financial planning strategies.  With about 20 team members at TownSquare Capital, LLC. advisors receive an elite level of support.

Kimberly Doleman

Wealth Manager, Investment Advisor Representative, Registered Representative

(720) 283-2121

(303) 730-3058

As your financial advisor, I have over 18 years of experience in the financial and health care industries. I have the ongoing pleasure of servicing four generations of clients for the past 18 years. My focus is on addressing a...

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Kurt Brown

Chief Investment Officer

As Chief Investment Officer, Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 25 years of both buy...

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Monica Sonnier

Fixed Income Strategist

Monica specializes in fixed income analysis and management and has over 20 years’ experience in institutional portfolio management. Monica was most recently the head of portfolio strategies for a regional broker/dealer, serving...

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Chris Hedquist

Equity Strategist

As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. Chris heads up...

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Michael Folker

Chief Operations Officer

Michael joined TownSquare in June 2017 as the Chief Operations Officer, and is responsible for ensuring various departments work seamlessly together. In a previous role as VP of Operations, Michael helped grow the operations team of a...

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Firm Disclosure Brochure, Kimberly K. Doleman IAR Brochure

Please contact Kim Doleman, Investment Advisor Representative, for more details.

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