Our Team

Thomas J. Schwab

Portfolio Manager & Chief Investment Officer
Tel:  (303) 325-5255
tschwab@thecollarfund.com

Tom has been in the investment management business for over 40 years.  From 1968-1972, he served as an Examiner with the New York Stock Exchange.  From 1972-1976 a Financial Analyst with Goldman Sachs.  From 1976-2005, a Financial Consultant and Senior Vice President for Smith Barney.  Tom has served as Portfolio Manager and Chief Investment Officer of Summit Portfolio Advisors, LLC since it's founding in 2005.  Tom received his Bachelor of Business Administration in Accounting from the University of Notre Dame and his Masters of Business Administration in Finance from New York University.  

 

Joseph M. Schwab

Portfolio Manager & Chief Executive Officer
Tel:  (303) 320-0167
jschwab@thecollarfund.com

Joe has been in the investment management business for seven years.  From 2003-2004 he was a Financial Consultant for RBC Dain Rauscher.  In 2005 he founded Summit Portfolio Advisors, LLC and has served as a Portfolio Manager and Chief Executive Officer since.  He received his Bachelor of Science from the College of Business at the University of Colorado at Boulder.
 

Elizabeth M. Uhl

Portfolio Manager & President
Tel:  (303) 339-0610
luhl@thecollarfund.com

Liz has been in the investment management business for over ten years.  From 1999-2000 she was a Financial Planner for American Express Financial Advisors.  From 2000-2005 she was a Regional Consultant with Envestnet Asset Management.  She has served as Portfolio Manager and President of Summit Portfolio Advisors, LLC since its founding in 2005.  She received her Bachelor of Science from the College of Business at the University of Colorado at Boulder.
 

G. August Uhl

Managing Director
Tel:  (303) 339-0610
auhl@thecollarfund.com

August began working in the investment management business over ten years ago.  From 1999-2001 he was a Registered Representative for Merrill Lynch.  From 2002-2003 he was a Registered Representative with Founders Asset Management.  From 2003 - 2005 he was a Performance Analyst with Envestnet Asset Management.  In 2011 August was hired as Managing Director of Summit Portfolio Advisors, LLC.  He received his BA in History from Clemson University.