Around the Firm
Promotions & Team Updates
In July, Innovest celebrated 28 years of being in business. Thanks to our clients, friends, and family who have supported us all these years!
In July, Innovest celebrated 28 years of being in business. Thanks to our clients, friends, and family who have supported us all these years!
Innovest’s Natalie Miller passed the third and final level of the CFA program and officially earned her charter along with progressing to Senior Analyst. In addition, Analyst Assistant Ian Gilbert passed Level I of the CFA Program. Congratulations Natalie and Ian!
We are excited to welcome Luke Hollister to the Innovest team! Luke grew up in Washington and graduated from Hillsdale College with majors in Economics and English. Additionally, Innovest welcomed our summer interns Mark Elliott, Taylor Truitt, and Cade Palmer. Mark is studying Economics with a double minor in Data Science and Entrepreneurship at the University of Colorado; Taylor is studying Finance with a minor in International Business at Santa Clara University; Cade recently graduated from the University of Denver with a Finance degree and a minor in Leadership.
Awards & Publications
The Denver Metro Chamber of Commerce named Innovest the 2024 Small Business of the Year in the category of businesses employing 100 or fewer full-time employees.
The Denver Metro Chamber of Commerce named Innovest the 2024 Small Business of the Year in the category of businesses employing 100 or fewer full-time employees. We are honored to receive this prestigious award!
Throughout the quarter, Innovest professionals were featured in various publications. In May, Philanthropy Daily published Vice President Paul D’Alessandro’s article, “The Benefits of Relational Values-Based Fundraising for Nonprofits.” In addition, Principal Kyli Soto and Senior Manager Joanne Cinalli’s article, “Embracing Fiduciary Responsibility for Retirement Plans with Selfless Commitment,” was published in Volume 2 of TEXPERS Pension Observer.
Service
Each month we nominate and recognize a fellow employee who demonstrates a dedication to service through the Service to Others award. In April, we recognized Joanne Cinalli with this award followed by Anna Berdahl in May and Matt Foster in June.
Innovest's commitment to stewardship includes monthly community service projects. In April, Innovest employees volunteered at the Habitat for Humanity of Metro Denver to assist in building a home. In May, our employees painted yard signs for Make-A-Wish Colorado which were given to “Wish Kids” to display at their home when their wish is granted. Lastly, our employees planted flowers at the Central City Opera House, a historic theater in the Colorado mountains. We are honored to serve these amazing organizations in our community.
Conferences, Speaking, Events, & Sponsorships
Innovest hosted the 12th annual Rocky Mountain Benefits Conference in April. This conference educates attendees in improving the management of benefit plans and strengthening participants’ retirement savings. In addition, Innovest professionals attended several conferences this past quarter including the TEXPERS Annual Conference, the 2024 FGFOA Annual Conference, the MAPERS 2024 Spring Conference, and the Community Leaders of America National Conference. Richard Todd and Paul D’Alessandro were also featured in a webinar hosted by iWave in April to discuss “Why Your Nonprofit Should Care About the Stewardship of Donor Dollars.”
Innovest sponsored the 39th Annual Detroit Police Officers Association Charitable Fund Golf Outing in June. Our employees also supported the local nonprofit, DIRT Coffee, at their annual fundraiser with an evening of trivia. DIRT’s vision is “to reduce underemployment for the neurodivergent community by empowering individuals and transforming hiring practices.” Additionally, Innovest attended the Colorado Ballet’s The One Gala. Colorado Ballet’s mission is to “ present exceptional classical ballet and contemporary dance through performances, training, education and community engagement while inspiring and growing an increasingly diverse audience base.”
We look forward to our continued growth at Innovest, and we appreciate your support along the way!