Around the Firm

Innovest

Jul 23

Written By

Employee News

After eight years with Innovest, Principal Elizabeth Stemper retired at the end of May. She will be missed by all, and we wish her well in her new adventures.
In May, Innovest welcomed two Vice Presidents to our retirement plan group: Steven Fraley, CFA, MBA and Dustin Roberts, AIF®. Both are excited to help plan sponsors achieve retirement success for employees.
The marketing department at Innovest added Analyst Assistant, Alex Johnson, to their team.
Pam Cruz was promoted to Vice President of Human Resource and Accounting. Claire DeLine was elevated to Senior Analyst, and Sloan Smith, CAIA, MBA, CPWA®, was named Director of Due Diligence.
Chloe Pisciotta, Emma Denton and Sam Cofield joined Innovest this summer as college interns. We are thrilled to have them aboard.
In April, Innovest acquired California-based Advisory Consulting Group LLC. The merger enhances Innovest’s robust team and propels its continuing objective to expand current operations in California.
On July 1, 2020, Innovest celebrated its 24th Anniversary! We celebrated 24 years of bringing custom, innovative solutions to our clients with authenticity and expertise.

Conferences/Speaking Engagements/Insights

In an effort to communicate timely information in a safe manner, Innovest hosted three webinars last quarter: “Financial Markets Update 1 & 2” and a “Code of Ethics” webinar featuring Kent Noble.
Innovest partnered with accounting firm, Skr+Co of Colorado Springs to deliver a webinar specifically for Nonprofits. CEO Richard Todd shared 5 Tips for Fiduciaries as a part of the webinar.
Principal, Scott Middleton, CFA, CIMA®, shared his presentation, “Breaking Bad Investment Committee Habits,” at the Colorado Society of Certified Public Accounts virtual conference.
In conjunction with Kathleen Odle and George Tsai of Sherman & Howard, Jared Martin, CFP®, AIF®, penned a white paper to help retirement plan clients titled “Checking the Charter.”
Lead Senior Analyst Jordan Rice and Vice President Troy Jensen, recently completed a white paper about the request for proposal process titled: “Rocket Fueled Plans: Clear and Definite Results When Conducting a Provider RFP.” For your copy of these white papers, please contact us at marketing@innovestinc.com
Over the few months, Innovest has sent 19 custom communications to our clients in light of the COVID crisis.

Babies, Weddings and more

We celebrated the high school graduation of several employees’ children, including Jana VanGytenbeek, Kevin McGuire and Patrick Pohs. We are also proud of Innovest’s intern, Fernando, who graduated from Arrupe Jesuit High School.
Lead Senior Analyst, Claire Smith and her husband, Tyler, welcomed their second son, Tucker, in March.
Principal Sloan Smith and wife Mollie, welcomed their fourth child, a daughter Eliza Marie Catherine in May.
Wedding bells rang for Analyst, Zach Heath and his new wife, Emily, during a ceremony in April. The couple will have a larger celebration this fall.
Analyst John Brock proposed to his longtime girlfriend, Elise, with a fun scavenger hunt. They plan to be married this fall.

In the Community

Innovest staff collected and delivered dozens of items to Christ in the City, including gift cards, personal care items and bottled water.
To thank the first responders who do so much for our community, Innovest staff delivered 200 lunches to various locations throughout metro Denver.
In June, we planted flowers for Central City Opera House.
Once again, Innovest is partnering with Brothers Redevelopment to paint a home for low income senior.

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