Around the Firm

Conference and Speaking Engagements:

Innovest co-sponsored the 20th annual Rocky Mountain Nonprofit Conference on March 4th. More than 100 attendees enjoyed sessions including Nonprofit Effectiveness in Today’s Environment, Considerations for SRI, ESG and Divestment and Cybersecurity. This year’s event, held at CU Denver South, featured a charity activity and a delicious Mediterraen lunch. If you would like access to the presentations, please email Kelly James at kjames@innovestinc.com.

On February 11th, CFOs, Plan Administrators and Plan Committee Members gathered to learn about Plan Leakage, Cybersecurity, and Emerging Issues in the Qualified Retirement Plan arena, as a part of Innovest and Eide Bailly’s half day educational event.

Featured in:

BenefitsPro published Vice President Marianne Marvez’s article “What You Need to Know About Student Loan Programs and Consolidation.”

Innovest was recently named a Top DC Advisor Team by the National Association of Plan Advisors.

Celebrations:

Vice President, Chris Meyer and his wife, Kathryn welcomed their fifth child, a baby girl named Caroline in January.

Analyst Zach Heath passed the CFA Level I exam, which is one of the key requirements toward earning the highest distinction in the investment management profession. He also closed on his first house in March.

Jana VanGyteenbeek, Office Manager Carol VanGytenbeek’s daughter, was named Gatorade Player of the year. Her team, the Creek Bruins, made it to the 5A state basketball championship before the tournament was cancelled.

Megan Pohls and Alexa Dominguez, both daughters of Innovest employees, made it to the 4A State Basketball Championships before the tournament was cancelled.

Giving Back:

This quarter, Innovest employees participated in mock job and scholarship interviews at Arrupe Jesuit High School.