Around the Firm Q4 2022
Promotions & Team Updates
Innovest is honored to again be named a “Best Place to Work” by Pensions & Investments for 2022! We are so thankful for our hardworking team members.
The following employees received Innovest’s annual awards: Stephanie Dufano received the Annual Service to Others Award, Joanne Cinalli received the William Fender Mentorship Award, Cos Braswell received the 212 Degree Award, and Joe Lemming received the Founder’s Award.
The recipients of the Service to Others monthly awards were Cos Braswell in October, Stephanie Dufano in November, and Kathy Lalone in December.
Innovest’s Natalie Kuzia 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.
Congratulations to Innovest Principal Paul Nacario for being elected to NAGDCA’s Industry Committee. The NAGDCA Industry Committee offers a unique opportunity for their private sector partners to use their skills to make an impact in the government defined contribution market.
Awards & Publications
Innovest’s Peter Girard authored “Consumer Sentiment and the Value of Long-Term Investing,” published by Advisor Perspectives.
Innovest’s Dustin Roberts and Franklin Cornett authored “Your 7 Point Year End Retirement Check List,” published by 401K Specialist.
Innovest CEO Richard Todd and his wife Joanie were presented with the Sr. LaVonne Guidoni Award at the Seeds of Hope Gala for their dedication to Catholic education throughout Colorado for over 25 years.
Service
Innovest employees had the opportunity recently to volunteer with Project Angel Heart. Our team helped to build breakfast packages and delivered meals.
Innovest employees volunteered at the Denver Santa Claus Shop (DSCS), a nonprofit that collects and gives families the opportunity to shop for free toys each December.
Innovest employees participated in Colorado Gives Day and raised $20,060 making Innovest the fourth largest company contributor in the state.
Innovest employees made their annual contribution to Adopt-a-Family in December. The Catholic Charities' Adopt-A-Family program has been helping the Colorado community for over a decade, matching donors with families and individuals who need a little help this holiday season.
Conferences, Speaking, Events, & Sponsorships
Innovest was a proud sponsor of the 3rd Annual Bustin' Clays, held at Colorado Clays in Brighton, Colorado. The event benefited the Navy SEAL Foundation.
Innovest was a proud sponsor of Juicing the Harvest, held at Balistreri Vineyards in Denver, Colorado. The event benefited A Precious Child and the Marshall Fire families.
The 2022 Arizona Defined Contribution Conference (AZ/DC) was a great success! Innovest President and Co-founder Wendy Dominguez was a featured panelist for a fireside chat.