Around the Firm
Promotions & Team Updates
Innovest's Colorado office has moved! We are now located just across the street: 7979 E. Tufts Avenue, #1700, Denver, CO 80237.
Congratulations are in order! Senior Analyst Brett Minnick passed Level II of the CFA Program. The CFA charter designation represents one of the highest levels of recognition financial professionals can earn and demonstrates a finance professional’s work ethic, analytical skills, and grounding in ethics. Well done, Brett!
Help us welcome Lead Senior Analyst Franklin Cornett , CFP® to Innovest! Frank is a Certified Financial Planner and brings strategic financial planning experience to the firm. Frank moved to Colorado from Texas shortly before starting at Innovest. Welcome, Frank!
Innovest is excited to announce that Brett Minnick has progressed to Senior Client Manager, Constantine (Cos) Braswell and Brooks Urich progressed to Lead Senior Analyst, and Sydney Aeschlimann, Jack Schutzius, and Marleen Zakovich progressed to Analyst.
The recipients of the Service to Others monthly awards were Lori Foster in January, Sydney Aeschlimann in February, and John Brock in March.
Awards & Publications
Innovest was ranked by AdvisoryHQ as a best financial advisor in Denver, Colorado Springs, and other cities in Colorado for their 2022-2023 ranking.
The National Association of Plan Advisors (NAPA) ranked Innovest on their list of 2021 Top Defined Contribution Advisor Teams.
Innovest CEO Richard Todd authored “On-site Due Diligence is Going by the Wayside to the Detriment of the Investor,” published by Denver Business Journal Leadership Trust.
Innovest Principal Scott O. Middleton, CFA, CIMA®, and Analyst Peter Girard co-authored “China: In The Red” published by Financial Advisor Magazine.
Innovest Senior Client Manager Brett Minnick authored “Collective Investment Trust Considerations for Plan Sponsors” recently published by BenefitsPRO.
Innovest President and Co-founder Wendy Dominguez was interviewed on the Faith and Finance Podcast.
An interview with Innovest Principal and Director Sloan Smith appeared in the Allocator Sentiment chapter of the Hedgeweek Global Outlook 2022 report.
Innovest employees volunteered with Project C.U.R.E., a nonprofit that delivers life-saving medical equipment and supplies to hospitals and clinics throughout the under-resourced world.
Innovest Principal Steven Karsh authored “The Ups and Downs of the Stock Market” published in the finance section of Articulator Magazine's 1st quarter 2022 issue.
Service
Our team collected baby items for Marisol Homes. Marisol Homes provides safe healthcare and secure emergency and community-based housing for pregnant women and single women with children.
Innovest employees volunteered with Project C.U.R.E., a nonprofit that delivers life-saving medical equipment and supplies to hospitals and clinics throughout the under-resourced world.
Conferences, Speaking, Events, & Sponsorships
Innovest partnered with Denver-based accounting firm Kundinger, Corder and Montoya, PC., to host the 2022 Rocky Mountain Nonprofit Conference. Over 200 nonprofit professionals came to hear from industry experts on cryptocurrency, mission-aligned investing, 2022 fundraising insights, economic updates, tax and accounting updates, and more! Innovest’s Scott Middleton and Sloan Smith gave an economic update for nonprofits while Steven P. Fraley presented on mission-aligned Investing. In lieu of ticket sales, we raised money from attendees for the Kempe Foundation.
Innovest’s Sloan Smith, CAIA, CPWA® held a webinar with Dennis Hammond, Co-founder of Veriti, to review the new U.S. Conference of Catholic Bishops (USCCB) "Socially Responsible Investing Guidelines" for Catholic investors, Catholic dioceses, and Catholic organizations.
Innovest Vice President Steven P. Fraley, CFA and Eide Bailly LLP's Pam Eggert presented on “Endowments for Nonprofits: Mission-Aligned Investing” as part of Eide Bailly’s spring webinar series.
Innovest Vice President and Director Steven P. Fraley, CFA spoke at the Markets Group 9th Annual Mountain States Institutional Forum. Steven interviewed Wellington Management’s Matthew Lipton on “Fintech: Volatility, Opportunities, and Challenges.”