Jason Romero

Vice President & Director of Marketing

Jason is a Vice President and Director of Marketing at Innovest Portfolio Solutions. Jason is also a Business Development Consultant focusing on high-net-worth families, foundations, endowments, and nonprofits. Jason has 26 years of experience in banking and wealth management. Jason is passionate about helping clients and prospects work through complicated financial issues and creating a long-term sustainable plan to for them to achieve financial longevity.

Prior to joining Innovest, Jason worked at Wells Fargo Bank and JP Morgan Private Bank. He spent 21 years at Wells Fargo working with clients in professional services, commercial real estate, corporate banking, and wealth management. He worked 5 years at JP Morgan working with ultra-high net worth families and led the endowments, foundations, and nonprofits business across six states.

Jason is from Colorado and is passionate about giving back to the community. He currently serves as the Chair of the finance and audit committee of Denver Zoo and the Emeritus Board at Clayton Early Learning. Jason’s prior community involvement includes Denver Chamber of Commerce Leadership Foundation, NextStep Workforce, A Precious Child, Colorado Uplift, Goodwill Industries of Colorado, Arapahoe House and Mile High United Way.

Jason graduated from the University of Colorado at Boulder with a degree in Political Science and Economics. He earned his MBA in Finance and Accounting at the University of Denver and Regis University. Jason also completed certifications programs in business succession planning and nonprofit management.

Jason spends his free time with his family, including his two kids, Ryan (17) and Grace (14). He enjoys taking advantage of the outdoors, live music, golf, volunteering and Colorado sports.

jromero@innovestinc.com

(303) 694-1900 ext. 327