Around the Firm
Promotions & Team Updates
We are excited to announce the addition of exceptional talent to our team! Firstly, we welcome Tomas Jansson, our new Vice President and Consultant on the Retirement Plan Practice Group. Tomas brings more than two decades of experience in optimizing company-sponsored retirement plans. In addition, Christian O'Dwyer, CFA, returns to Innovest as a Principal. Christian, with a wealth of experience acquired during his previous five-year tenure at Innovest and roles at UBS Financial Services and BOK Financial, will guide families, foundations, endowments, and nonprofits in investment strategy and financial planning. Next up, Analyst Assistant, John Walsh, joins the team. John is a graduate in finance and business analytics from Santa Clara University. Finally, we welcome Analyst Assistant Austin Cleveland, a University of Missouri alum with degrees in finance and French. Welcome aboard, Tomas, Christian, John, and Austin!
School is back in session, and our Arrupe interns have returned to the office. We are thrilled to have Angel (senior), Osmar (junior), Diego (sophomore), and David (freshman) in our office this year!
Lastly, we would like to recognize the outstanding individuals on our team who embody our core mission of stewardship. In June, Sydney Aeschlimann and Joanne Cinalli, CPFA™ received the Service to Others monthly award, in July, the honor went to Lori Foster, in August, to Christine Hudek, and in September to Tracey Blackford. They inspire our team with their steadfast dedication to our core values.
Awards & Publications
Principal Sloan Smith, CAIA, MBA, CPWA®, recently shared his thoughts on "Private Debt – The Appeal After Bank Failures" in Advisor Perspectives. Vice President Frank Cornett, CFP®, provided a deep dive into the dynamics of cyclical markets with his article "What Cyclical Markets Mean For Clients," featured in Financial Advisor. Finally, Vice President Paul D'Alessandro explored the changing landscape of fundraising jobs in his article "The End of Traditional Fundraising Jobs and What to Do About It," recently published by NonprofitPRO.
Service
Innovest actively volunteers to support impactful organizations. This quarter, Innovest partnered with Brothers Redevelopment, Inc., an organization that offers affordable housing solutions for low income, elderly, and disabled residents, to complete a "Paint-a-thon." We also participated in the Denver Public Schools Foundation Back to School Bash 2023, where Innovest employees cleaned up a pavilion at a local elementary school. Finally, our team worked alongside Habitat for Humanity of Metro Denver, to assist in the construction of a home. At Innovest, we prioritize providing our employees with opportunities to actively engage with and serve our community.
Conferences, Speaking, Events, & Sponsorships
Innovest proudly supports community initiatives, emphasizing our commitment to social responsibility. We sponsored Sam's Supper, a fundraiser for Samaritan House at Mile High Station on September 16th. Additionally, we were honored sponsors of the Focus on Finance Gala with Economic Literacy Colorado on October 19th. Innovest also proudly supported the Dig Deep Community Block Party at DIRT Coffee in Littleton, CO. DIRT actively addresses neurodivergent employment disparities by collaborating with individuals, employers, and communities. Through training and support, they foster inclusive workplaces, promoting the hiring, promotion, and retention of neurodivergent individuals and enhancing organizational culture.
Finally, Innovest’s Sloan Smith gave the Economic Update for AmPhil’s Office Hours webinar on August 29th, discussing the projections of the world economy and financial markets for the next five to ten years.
Conferences, Speaking, Events, & Sponsorships – FAITH BASED
Innovest proudly supports community initiatives, emphasizing our commitment to social responsibility. We sponsored Sam's Supper, a fundraiser for Samaritan House at Mile High Station on September 16th. Innovest, along with CCIG and Adam James, brought together 130 business leaders at the first Christian C-Suite Leadership Summit on September 21st, 2023. This conference discussed the challenges facing Christians in the workplace and how to approach and overcome them. Additionally, we were honored sponsors of the Focus on Finance Gala with Economic Literacy Colorado on October 19th. Innovest also proudly supported the Dig Deep Community Block Party at DIRT Coffee in Littleton, CO. DIRT actively addresses neurodivergent employment disparities by collaborating with individuals, employers, and communities. Through training and support, they foster inclusive workplaces, promoting the hiring, promotion, and retention of neurodivergent individuals and enhancing organizational culture.
Innovest’s Sloan Smith gave the Economic Update for AmPhil’s Office Hours webinar on August 29th, discussing the projections of the world economy and financial markets for the next five to ten years. Innovest’s co-founders, Rich Todd and Wendy Dominguez, spoke at the 2023 Diocesan Fiscal Management Conference in Denver on September 27th, 2023, about “Values Based Investing 2.0,” educating attendees on the process of mission-aligned investing in the Catholic space.