Innovest Adds Two Vice Presidents to their Team
Innovest Portfolio Solutions is pleased to announce the addition of two Vice Presidents: Steven Fraley, CFA, MBA and Dustin Roberts, AIF®, QKA.
Steven will provide consulting services to retirement plans, nonprofits and families. In addition, he will join Innovest’s Investment Committee and Capital Markets Research Group. Prior to joining Innovest, Steven was a Manager of Pension Investments at Emerson Electric Co. in St. Louis and a Portfolio Manager at Northern Trust. Steven is on the Board of Directors for Joseph A. Magnus & Co., a Washington D.C. based whiskey distillery. Prior to his move to Colorado, Steven served on the Young Leadership Committee for the Juvenile Diabetes Research Foundation of greater Missouri & Southern Illinois Chapter. Steven is a Chartered Financial Analyst.
Dustin is a member of the firm’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. Prior to joining Innovest, Dustin worked in roles at Empower Retirement, Aspire Financial Services, and Unified Trust Company. He volunteers with Junior Achievement – Rocky Mountain, facilitating various programs, and Delta Upsilon International Fraternity, where he currently serves on the Board of Directors.
“Innovest is pleased to be adding to our deep team of professionals and growing at a time when many businesses are furloughing or laying off employees,” says Innovest President, Wendy Dominguez, MBA.