Robert Stebbins

Vice President

Robert Stebbins is a Vice President and Consultant at Innovest Portfolio Solutions.  He is part of Innovest’s Retirement Plan Practice Team, a specialized team that assists clients in all facets of employer-sponsored retirement plan oversight and management.

Robert has over twenty-five years of retirement plan consulting and investment experience with a focus on assisting plan sponsors with ERISA consulting, governance, M&A consulting, vendor management, plan design, and investment reviews.  He is uniquely positioned to serve Innovest’s West Coast clients, having developed deep relationships with quality professionals and service providers in Northern California over his career.

Before joining Innovest, Robert was a Principal of Advisory Consulting Group, LLC, an SEC-registered investment advisor and pension consulting firm acquired by Innovest in April 2020.  Robert also has extensive experience in retirement plan recordkeeping and administration, having owned a recordkeeping firm before its sale in 2010.   Robert’s practical experience running a recordkeeping, administration, and compliance firm has been invaluable in providing consulting services to clients.

Not only does it allow for a more holistic service model (i.e., not just investments) but it also lends a real-world perspective to the consulting engagement and allows Robert to be an effective liaison between clients and other service providers when needed.

Robert is a graduate of Georgetown University in Washington, DC.  Outside of the office, he enjoys traveling, cooking, spending time with family (wife and two sons), cheering for the Oakland A’s and San Jose Earthquakes, hiking, and biking.

rstebbins@innovestinc.com