Around the Firm
Promotions & Team Updates
Brian Curren and Brett Minnick won the corn hole toss competition at the annual summer picnic!
On July 1, 2022, Innovest celebrated its 26th Anniversary! We are proud of bringing custom, innovative solutions to our clients with authenticity and expertise to our clients for 26 years.
Help us welcome Christine Attai, Anna Berdahl, Tracey Blackford, Kristin Grayner, and Matt Popish to Innovest!
The recipients of the Service to Others monthly awards were Stephanie Dufano in July, Cheryl Wilks in August, and Peter Girard in September.
Our Arrupe Jesuit High School interns joined us for the 2022-2023 school year! We are excited to welcome Jose (senior), Steven (junior), Osmar (sophomore), and Diego (freshman).
Innovest gave a warm farewell to our summer interns John Walsh, Natalie Kuzia, and Nick Mancini! Thank you for your time and contributions to the firm this summer! Good luck this school year.
Innovest employees had a great time at our annual summer picnic! The day included a corn hole tournament, an egg toss competition, volleyball, and the very competitive annual kickball game with each of our founders, Richard Todd and Wendy Dominguez, as captains. Team Dominguez took the trophy this year!
Awards & Publications
The Innovest staff at the annual summer picnic!
Congratulations to Innovest CEO Richard Todd on his recent member anniversary with the Denver Business Journal Leadership Trust!
Congratulations to Innovest Principal Paul Nacario for being elected to NAGDCA’s Industry Committee.
Innovest retiree Marianne Marvez received the 2022 Lifetime Achievement Award from the Western Pension & Benefits Council, Denver Chapter.
Richard Todd’s article “Nonprofits: Five Questions to Help Construct Your Investment Portfolio,” was published by the Denver Business Journal Leadership Trust.
Innovest Vice President Natalie Roderick authored “How to Grow Operating Reserves By Natalie Roderick” recently published by the Christian Leadership Alliance.
Richard Todd authored “Three Classic Investing Lessons That Never Get Old,” published by the Denver Business Journal Leadership Trust
Innovest President Wendy Dominguez and Principal Rick Rodgers, AIFA® authored “Back to the Future? Monetization of the 401(k) Participant Relationship,” recently published by 401(k) Specialist.
Innovest Vice President & Director Steven Fraley’s article, “Following a Strong 2021, 2022 Has Been a Tough Year for the Global Economy,” was published in TEXPERS.
Service
Innovest employees volunteered at Habitat for Humanity of Metro Denver
Innovest hosted a one-day “Invest in Girls” summer symposium with Economic Literacy Colorado. The event helped prepare high school girls to make informed financial decisions in their personal and professional lives while exposing them to careers in finance.
Innovest employees participated in a “Paint-a-thon” with Brothers Redevelopment, Inc., a nonprofit that provides affordable, safe and accessible housing solutions for Colorado’s low income, elderly and disabled residents.
Innovest employees volunteered with Habitat for Humanity of Metro Denver, a nonprofit that seeks to put God’s love into action and bring people together to build homes, communities, and hope.
Conferences, Speaking, Events, & Sponsorships
Innovest Principal Gordon Tewell moderated “Board and Committee Governance and Best Practices,” hosted through NAGDCA Connect.
Richard Todd was a guest on American Philanthropic's podcast, “Givers, Doers, & Thinkers.” Richard spoke on the importance of values-based investing and why a nonprofit may want to consider it.
Innovest Principal Sloan Smith, CAIA, CPWA® spoke on “Building a Catholic Portfolio Under Revised UCCB Guidelines” at the 2022 NAPA Institute Conference.
Innovest held a webinar for Innovest clients, friends, and staff called “What Do You Stand For?” with Kent Noble, the Bill Daniels Chair of Business Ethics at the University of Wyoming College of Business.
Innovest was thrilled to be a Platinum Sponsor of the 2022 Colorado Public Plan Coalition (CPPC) conference.
Wendy Dominguez spoke on the new USCCB Guidelines during the International Catholic Stewardship Council’s (ICSC) 2022 Diocesan Development Webinar Series.
Innovest was proud to sponsor Sam’s Supper, a fundraiser benefiting the Samaritan House.
Innovest was a sponsor at the Focus on Finance fundraiser with Economic Literacy Colorado.
Rick Rodgers, AIFA® moderated a panel on “A Crucial Time in History – Living in the Big Quit” this Wednesday at the Institutional Investor’s Retirement Plan Advisor Summit, West in Marina Del Ray, CA.
Sloan Smith, CAIA, CPWA® was a panelist on “Seizing the Day: Taking Advantage of Alts” at the Markets Group 6th Annual Private Wealth Mountain States Forum in Denver.
Innovest Principal Jared Martin was the moderator for the panel discussion on Participant Engagement Trends in a Hybrid Environment at the 2022 NAGDCA Conference in Baltimore, MD
Sloan Smith, CAIA, CPWA® and Vice President Sarah Newman spoke on “Why Development Directors Should Understand the Stewardship of Their Organization’s Portfolio” at the International Catholic Stewardship Council (ICSC) annual conference in Anaheim, CA.
Innovest was a sponsor of Juicing the Harvest at Balistreri Vineyards in Denver, Colorado. The event benefited A Precious Child and the Marshall Fire families
Innovest was a proud sponsor of the 3rd Annual Bustin' Clays at Colorado Clays in Brighton, Colorado. The event benefited the Navy SEAL Foundation.