Kyli M. Soto, AIF®, CPFA®

Principal

Kyli is a Principal and Consultant at Innovest Portfolio Solutions. At Innovest, Kyli provides consulting services to committees and boards of retirement plans. She also manages the relationships between service providers and plan sponsors and provides ongoing vendor management for Innovest’s clients. Kyli is a member of the Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to better serve our retirement plan clients.

Kyli helps manage these processes and assists in Innovest’s retirement plan efforts, working with the analyst team that supports the Retirement Plan Practice Group.  In addition to serving her clients, Kyli’s responsibilities also include assisting with recordkeeper and service provider searches and reviewing client performance reports. Kyli is also a member of the NexGen Society. Members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations. The elite NexGen members are selected by Innovest’s executive team and receive specialized training and responsibilities. Previously, Kyli worked on the marketing team at Innovest, helping write proposals, create presentations, and assist with business development efforts.

Kyli returned to the Innovest team in 2018 after working in Puerto Rico for seven years at Bluewater Defense, an apparel manufacturing company that specializes in Made-In-The-USA military apparel and equipage. While at Bluewater, Kyli was responsible for supply chain, business development, product development, program management, customer support, and quality assurance. Additionally, on behalf of Bluewater, Kyli was a guest speaker to the Obama administration at The White House Manufacturing USA Stakeholder Event and a recipient of Apparel Magazine’s Top Under 30 Elite in 2017.

Kyli graduated with distinction from Yale University with a Bachelor of Arts in both Economics as well as Near Eastern Languages and Civilizations with a concentration on the Ancient Near East. While at Yale, Kyli played NCAA Division 1 women’s softball, where she was named All-Ivy League Honorable Mention. Kyli holds the Accredited Investment Fiduciary (AIF®) designation, the Certified Plan Fiduciary Advisor (CPFA®), and the Series 65 License (Registered Investment Adviser Representative) through FINRA.

Kyli also received her Certificate of Culinary Arts & Wine from Cook Street Culinary Academy in Denver, an accelerated culinary arts program endorsed by the American Culinary Federation®. Kyli is happily married to her husband Jorge and in her free time, enjoys playing golf, pickleball, and CrossFit. Jorge and Kyli are proud parents of their fur baby, Sandlot, an Australian Cattle Dog rescue.

ksoto@innovestinc.com