Abigail Thomas

Lead Senior Analyst

Abigail is a member of Innovest’s Client Service Team, responsible for managing client transitions, interfacing with custodians, and providing ongoing client service and support. She manages portfolio rebalances, prepares client trades and transactions, and creates fully customized performance reports for high-net-worth families and non-profit organizations. She is a member of the firm’s Mentoring Committee and NexGen Society. Selected by Innovest’s executive team, members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations.

Abigail holds the Retirement Plan Fundamentals Certificate awarded by ASPPA and the Series 65 License (Registered Investment Adviser Representative) through FINRA.

Abigail graduated magna cum laude from the University of Northern Colorado (UNC), where she participated in the management of UNC’s Student and Foundation Fund (SAFF).

A lifelong musician, Abigail sings with the Colorado Vocal Arts Ensemble and teaches percussion in Utah and Colorado. She and her husband love to cook (and eat!) great food and cheer on the Buffalo Bills.

The Abigail Thomas Code, inspired by the Daniels Fund Ethics Initiative.  Help me live it!

We are what we repeatedly do. How you spend your days is how you live your life. - Never make assumptions. - Learn something new every day. - Gratitude begets happiness. - What matters is what endures. - Corners reflect: everything is worth doing well. - Give of your time and blessings freely and often.

athomas@innovestinc.com