Around the Firm
Promotions & Team Updates
Innovest welcomed Brian Curran as an Analyst and member of the portfolio accounting and retirement plan teams. Brian holds a master’s degree from the University of Kansas and bachelor’s degree from Benedictine College, where he was President of the student body.
As part of the Corporate Work Study Program, our four Arrupe Jesuit High School interns have joined us for the 2021-2022 school year! We are excited to welcome Camilla (senior), Jose (junior), Steven (sophomore), and David (freshman).
Senior Analyst Kristin Lee got engaged to her long-time sweetheart, Nate, on a beautiful summer day in Telluride, Colorado. Senior Analyst Brett Minnick got engaged, as well, to his girlfriend, Madison, on a gorgeous evening in Scottsdale, Arizona.
Help us congratulate Vice President Michael Corbett on passing the CFA Level III exam, one of the key requirements toward earning the highest distinction in the investment management profession.
The recipients of the Service to Others monthly awards were Kathy Lalone in July, Joanne Cinalli in August, and Jean-Marie Willis in September.
Published
Innovest CEO Rich Todd authored “Considering an Investment Advisor? Here Are the Key Questions You Need to Ask,” published by the Denver Business Journal.
Steven Karsh, Principal, was a recent contributor with his article “Unprecedented Times” in the Finance section of Articulator.
Service
Many from our team volunteered with Brothers Redevelopment, Inc., participating in their Paint-A-Thon! Brothers Redevelopment is a Denver-based nonprofit organization that provides housing and a variety of housing-related services for the region’s low-income, elderly, and disabled residents.
Innovest employees volunteered at the Denver Rescue Mission, serving breakfast. The Denver Rescue Mission helps provide refuge and relief for neighbors devastated by homelessness.
Conferences, Speaking, Events, & Sponsorships
Innovest hosted the Colorado Public Plans Coalition conference in Beaver Creek, Colorado.
Vice President Paul Nacario played in the League of Arizona Cities and Towns Conference Golf Tournament.
Sloan Smith, Principal and Director, spoke on the keys to a Catholic portfolio at the 2021 International Catholic Stewardship Council (ICSC) in Orlando, Florida.
Innovest joined Charles Schwab & Co., Inc for an interesting webinar on cybersecurity. Participants learned how they can better protect themselves and their devices from potential cyber threats and breaches.
Sloan Smith joined Thomas Danis, Managing Partner & Co-Founder of RCP Advisors LLC for a webinar titled, “Private Equity in the Lower Middle Market.” Sloan and Mr. Danis discussed the opportunities in the area of private equity and the landscape going forward.
Innovest was part of the virtual 2021 National Association of Government Defined Contribution Administrators (NAGDCA) Annual Conference. Innovest Principal Jared Martin spoke as a member of a panel of experts on “DB Pensions and DC Plans – Working in Tandem to Achieve Financial Security.”
Paul Nacario spoke at the 9th Annual CLA (CliftonLarsonAllen) Continuing Education Event — Virtual Series. Paul’s featured panel was “10 Minutes on Litigation and Revenue Sharing.”
Innovest co-hosted the Southwest Nonprofit Conference with Edie Bailly and Snell & Wilmer on September 30, 2021, in Phoenix, Arizona. The conference offered a complimentary morning of education and networking. Vice President Steven Fraley spoke on mission-aligned investing.