Theresa Kraser

Theresa Kraser

Director, Baker Tilly Investment Services · +1 (303) 893 5800

Theresa Kraser has more than 30 years of experience in municipal finance.

Theresa is responsible for delivering investment services to clients nationally. Terry has been involved with investing public funds since 1990. Services provided include the investment of operating funds and bond proceeds, cash management, policy development, competitive selection of investments and portfolio managers and other consulting engagements related to investment activities.

  • Specializes in cash management and reinvesting bond proceeds for public entities
  • Extensive experience in the areas of cash flow analysis, investment concepts and the execution of investment plans previous president/owner of Dominion Capital Group, Inc.
  • Provided advisory services to municipal clients for transactions involving tax-exempt and taxable energy, health care, public education, single-family, multi-family and military housing, transportation, stadiums, urban development and other revenue producing public projects
  • Served as vice president for Stifel, Nicolaus & Company, Incorporated in Denver, Colorado
  • GFOA, member
  • Investment Advisory Committee for the City and County of Denver, Colorado, member
  • Cash Management Committee for the Unified Government of Wyandotte County/Kansas City, Kansas, advisor
  • Denver Urban League, past member
  • Public Education and Business Coalition, former mentor
  • Denver Inner-city Christmas Party, coordinator

Location

Colorado

Education

John Carroll University – University Heights

Series 65 Registered Investment Advisor

MSRB Municipal Advisor Series 50 Qualified

MSRB MuniEdPro Training

Series 7, Series 63 and Series 52 (previously held)