Richard J. Dalton

CoBiz Financial, Inc. operates as a diversified financial services company. It operates through the following business segments: Commercial Banking, Fee-Based Lines and Corporate Support & Other. The Commercial Banking segment offers commercial banking, real estate banking, professional banking, treasury management and structured finance lending through Colorado Business Bank and Arizona Business Bank. The Fee-Based Lines segment provides wealth management, employee insurance benefits and risk insurance management through CoBiz Wealth and CoBiz Insurance. The Corporate Support and Other segment is comprised of activities of the parent; non-production, back-office support operations; and eliminating transactions in consolidation. The company was founded on February 19, 1980 and is headquartered in Denver, CO.

IncredibleBank operates as a state chartered commercial bank. The firm offers savings, mobile banking, credit cards, and insurance. The company was founded in 1967 and is headquartered in Wausau, WI.

CollegeInvest is an American Colorado-based company that aims to help individuals overcome financial barriers to attain higher education or vocational training. The non-profit company provides expert information, easy-to-use planning tools, and a diverse range of tax-advantaged college savings plans to help Coloradans maximize their potential to save for college. CollegeInvest currently manages $11 billion in savings and 386,000 accounts, the majority of which are held by residents. The company's 529 savings plan can be used at any public or private college, university, community college, vocational school, and apprenticeships across the country. The company's mission is to be a trusted resource in helping individuals attain higher education through tax-advantaged college savings plans. The CEO of the company is Angela Baier.

Western Capital, Inc. provides investment services. The private company is based in Houston, TX.