Contact us

Please contact us to learn more about investing with Branzan Investment Advisors, Inc.

Phone
(303) 292-9224

Address
10288 W Chatfield Avenue,
Suite 300
Littleton, CO 80127

Fax
(303) 292-9226

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John G. Brant, Jr., CFA®

President

John joined Branzan in 2007 from GE Commercial Finance where he was a Senior Vice President focused on the media and communications industries. As a senior member of the capital markets team, he provided strategic counsel regarding transaction structure, capital market solutions, credit analysis, due diligence, and rating agency strategy. Prior to joining GE, John worked at CoBank, in Denver, Colorado. John holds an MBA from the University of Colorado, Denver, a Masters in International Management (with Distinction) from Thunderbird, and a BS in Microbiology from the University of California, San Diego. John is a member of the CFA® Society of Colorado.

John is a member of the Investment Committee and a Director at Branzan.

Thomas E. Zanecchia

Vice President & Co-Founder

Tom is a Director and Vice President of Branzan Investment Advisors, Inc. He has over 30 years’ experience in investment portfolio allocation and implementation. Tom has been actively involved in the development of Branzan’s alternative investment strategies. Tom has a BS in Commerce from the University of Virginia and an MBA from the Wharton School at the University of Pennsylvania. He was selected annually from 1998 to 2004 by Worth magazine as one of the best Financial Advisors in the country.

Thomas is a member of the Investment Committee.

C. Spencer Brant, CFA®

Principal

Spencer joined Branzan in 2011. He is a Vice President and Director at Branzan. Spencer’s primary focus is on sourcing, analyzing and managing mineral and royalty investments. Previously, he managed a start-up investment firm focusing on oil and gas properties and other alternative assets in the U.S. Spencer held prior positions within the business development division of GE Commercial Finance - Real Estate in London, and FIMAC Solutions, an asset/liability management firm based in Denver. He has been investing in alternative assets since 2005. He holds an MBA from London Business School and a BA from the University of California, Los Angeles. He is a member of the CFA® Society of Colorado.

Spencer is a member of the Investment Committee.

John G. Brant

Vice President & Co-Founder

John is Vice President of Branzan Investment Advisors, Inc. John has a BBA in accounting from the University of Oklahoma and a J.D. from the University of Texas. He was an attorney with the IRS from 1972 to 1974 and was in private practice from 1975 to 2007. John has been structuring, analyzing, and managing alternative and illiquid investments since 1980. John was a securities arbitrator for the National Association of Securities Dealers (now FINRA) from 1995 to 2005.

John is a member of the Investment Committee.

Susan M. Cornick, CFA®

Portfolio Manager

Sue is responsible for portfolio management and trading at Branzan. She has been a portfolio manager for Branzan since its inception in 2002. She was previously the Director of Asset Allocation and an Investment Analyst for a national financial counseling firm, and has been evaluating and managing alternative investments since 1986. Sue received her BS in finance from the University of Wyoming and her MBA (with honors) from the University of Denver.

Susan is a member of the Investment Committee.

Matt Dupree, CFA®

Finance and Operations

Matt joined Branzan in February 2023.  He is responsible for investment management, operations and accounting.  Over his career, Matt has worked as CFO and Fund Treasurer of A3 Financial Investments, CFO of Southern Sky Capital, Vice President of Mettle Ventures, President of Hilltop Investment Advisors, Senior Portfolio Manager at BNY Mellon and Financial Counselor for Wealth Management Consultants, Inc.  Matt received a BA in Economics from Colorado College and an MS in Accounting with concentrations in tax and financial management from the University of Virginia.  He is a Colorado-licensed CPA and CFA® charterholder.

Lisa Winbauer

Accounting and Administrative Support

Lisa joined the Branzan as an employee in 2019 but worked as a contractor from 2011-2019.  Her primary roles are accounting for the three funds managed by the General Partner and coordinating with the funds’ third party administrators.  Lisa has a BA in Education from California State University, Long Beach and a MA in Education from California State University, Dominguez Hills.  She is a registered tax preparer through the California Tax Education Council.

Russ Matthews

Vice President

Russ joined the Branzan team in 2025.  He has direct experience as an investor and operating partner as a founding member of SCB Global Capital, a private investment partnership based in Denver that focuses on investment in lower middle-market companies.

Before moving to Denver in 2015, Russ was based in Los Angeles where he had senior roles with Central Park Group and First Western Financial. Responsibilities included: providing access to complex alternative investment solutions, leading the acquisitions of multiple investment advisory businesses, and directing the growth strategy for a $1.5B investment manager.

Russ holds a B.S. in Business Administration, magna cum laude, from Georgetown University.

About Branzan

Since 2002, Branzan Investment Advisors has focused on offering its clients access to alternative investments through private partnerships and separately managed accounts. Our talented team consists of members from diverse backgrounds spanning banking, accounting, consulting, law, oil and gas. Each Branzan teammate is well-educated, with relevant professional credentials and extended experience in their target field.

We have an extensive network of deal sources and established relationships with some of the world's best analysts and economists via professional memberships, board inclusions and client connections. Additionally, our team has a remarkable longevity of working together for over 30 years.

Most importantly, the Branzan team has a financially vested interest in the funds we manage. Branzan principals are well-aligned with significant capital in the same partnerships as our clients.
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We don't succeed unless our clients succeed.

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Meet our team

Our team aims to be your investment partner. We treat our clients like family and prioritize building long-term, prosperous relationships.
Click on a team member image for more information.

John G. Brant, Jr., CFA®

President

John G. Brant

Vice President & Co-Founder

C. Spencer Brant, CFA®

Vice President

Russ Matthews

Business Development Advisor

Matt D. Dupree, CFA®

Finance and Operations

Susan M. Cornick, CFA®

Portfolio Manager

Lisa Winbauer

Accounting and Administrative Support
Contact us

Please contact us to learn more about investing with Branzan Investment Advisors, Inc.

Phone
(303) 292-9224

Address
10288 W Chatfield Avenue,
Suite 300
Littleton, CO 80127

Fax
(303) 292-9226

Thank you for contacting us. We will reply as soon as possible.
Something went wrong while submitting the form. Please try again.

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Chartered Financial Analyst (CFA®)

Chartered Financial Analyst (CFA®) Designation Minimum Qualifications:

The Chartered Financial Analyst is a globally respected, graduate-level investment credential established in 1962 and awarded by the CFA® Institute — the largest global association of investment professionals.

There are currently more than 138,000 CFA® charter holders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA® Institute as members; and 4) commit to abide by and annually reaffirm, their adherence to the CFA® Institute Code of Ethics and Standards of Professional Conduct.

High Ethical Standards
The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charter-holders to:

Global Recognition
Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of the advanced skills needed for investment analysis and decision-making in today’s quickly evolving global financial industry. As a result, employers and clients increasingly seek CFA charter holders—often making the charter a prerequisite for employment.

Additionally, regulatory bodies in over 30 countries and territories recognize the CFA charter as a proxy for meeting specific licensing requirements, and more than 125 colleges and universities around the world have incorporated most of the CFA® Program curriculum into their finance courses.

Comprehensive and Current Knowledge
The CFA® Program curriculum provides a comprehensive framework of knowledge for investment decision-making and is firmly grounded in the knowledge and skills used daily in the investment profession. The three levels of the CFA® Program test proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.

The CFA® Program curriculum is updated annually by experts worldwide to ensure that candidates learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the dynamic and complex nature of the profession.
To learn more about the CFA® charter, visit www.cfainstitute.org.