Around the Firm
Promotions & Team Updates
Innovest is honored to again be named a “Best Place to Work” by Pensions & Investments for 2021! This is the seventh time in eight years that we have received this award.
Innovest was ranked among the top 25 of Denver Business Journal’s 2021 Denver-Area Corporate Philanthropists. The list is measured by contributions to Colorado-based charitable organizations.
We welcomed Brian Curran to Innovest as an analyst and member of our portfolio accounting and retirement plan teams. Brian holds a master’s degree from the University of Kansas and bachelor’s degree from Benedictine College.
Innovest also welcomed Analyst Ben Mattern to Innovest! Ben is a native of Lincoln, NE and a University of Nebraska Lincoln alumnus with a degree in philosophy. Ben brings trust and nonprofit experience to the organization.
We welcomed Lead Senior Analyst Franklin Cornett , CFP® to Innovest! Frank graduated from the University of North Texas. He is a Certified Financial Planner and brings strategic financial planning experience to the firm.
Analyst Peter Girard proposed to college sweetheart Molly while on a trip to their alma mater, Benedictine College. They plan to marry in 2022.
Manager Joe Lemming proposed to his girlfriend Krista, and they are getting married in 2022.
Congratulations are in order to employees that were recognized with Innovest’s annual awards: Kathy LaLone received the Annual Service to Others Award, Sloan Smith received the William Fender Mentorship Award, Abigail Thomas received the 212 Degree Award, and Christine Hudek received the Founder’s Award.
Innovest is excited to announce that Joanne Cinalli, Claire Coughlin, and Cheryl Wilks have progressed to Manager roles. Abigail Thomas progressed to Lead Senior Analyst and Anne Dines to Senior Analyst.
The recipients of the Service to Others monthly awards were Jack Schutzius in October, Denise Rice in November, and Carol Van Gytenbeek in December.
Published
On October 1st, Innovest launched a new website. Visit www.innovestinc.com if you haven’t seen it yet!
Innovest CEO Richard Todd, authored “Considering an Investment Advisor? Here Are the Key Questions You Need to Ask,” published by the Denver Business Journal.
Innovest Principal Steven Karsh was a recent contributor of an article titled “Unprecedented Times” to the Finance section of Articulator, a quarterly magazine from Metro Denver Dental Society.
Innovest Principal Sloan Smith, CAIA, CPWA®, and Vice President Sarah Newman co-authored “7 Ways to Build a Morally Conscious Investment Portfolio,” published by the National Catholic Register.
Innovest Principal Sloan Smith, CAIA, CPWA® authored “Managing Concentrated Stock Risk,” published by Family Office Magazine.
Innovest Principal Rick Rodgers, AIFA® and Senior Analyst Kristin Lee co-authored “The Re-Monetization of Retirement Plans with Managed Accounts,” published by 401KSpecialist.
Innovest Vice President Dustin Roberts, QKA, AIF authored “Defined Contribution Recordkeeper Consolidation Continues,” published by the Texas Association of Public Employee Retirement Systems (TEXPERS).
Service
Team members volunteered at Project Angel Heart to prepare and deliver meals with the organization. Project Angel Heart continues to have a profound influence on the health outcomes of individuals with life-threatening illnesses.
Innovest participated in the Life Closet and the Joy Drive for the Little Flower Assistance Center, which provides support and supplies to our neighbors and community in need.
Our team contributed food items to the Marisol Homes Thanksgiving Drive. Marisol Homes provides safe and secure emergency and community-based housing for pregnant women and single women with children who are experiencing homelessness.
Innovest employees volunteered at the Denver Santa Clause Shop Inc. The organization helps children of Denver have a joyous Christmas by providing “A Toy for Every Girl & Boy.”
Conferences, Speaking, Events, & Sponsorships
Innovest hosted the 2021 Arizona Defined Contribution Conference (AZ/DC) in Scottsdale, AZ. Innovest President Wendy Dominguez and Vice President Paul Nacario were featured speakers. Sessions covered topics affecting government plans, and the event allowed participants the ability to connect with public sector retirement plan sponsors.
Innovest & CCIG co-hosted the 2nd Annual Bustin’ Clays shooting event. We had over 100 participants and raised more than $44,000 in support of the Navy SEAL Foundation.
Innovest Principal Sloan Smith, CAIA, CPWA® interviewed David Gold, Founder and President of Parapent Solutions, for a webinar called “The Future of Cryptocurrencies and Blockchain.” They discussed this unique area of investing and the forward landscape.
Innovest Principal Jared Martin and Vice President Paul Nacario spoke on lawsuits at the Public Trust Advisors Conference.
Innovest Principal Jared Martin was part of a PrinREI panel for the Principal Conference.