Kittye Elizabeth Tilford

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 12/2016
  Jones Barclay Boston
  Denver, CO
• 01/2017 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Other Businesses

the name of the other business; Financial Planning Association of Colorado whether the business is investment-related; Yes the address of the other business; PO Box 460445, Aurora, CO 80046 the nature of the other business; The Financial Planners Association of Colorado helps members realize their vision of success with practice support, learning, advocacy, and networking. FPA of Colorado promotes universal acceptance of the value and necessity of the financial planning process. your position; Member title, or relationship with the other business; Member the start date of your relationship; 03/07/2025 the approximate number of hours/month you devote to the other business; 4 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I am a member of the Pro Bono Committee. We help FPA members provide pro bono financial planning advice to the public, especially those who cannot afford to pay for the services of a financial planner.

Designations

• Certified Financial Planner

Other Names

• Kittye Elizabeth Perry