Taylor Smith

Analyst

Taylor is an Analyst at Innovest on the Client Services Team and Performance Reporting Team. She is responsible for gathering and pulling data across multiple custodians for both traditional and alternative products to provide complex reporting solutions for wealthy families and nonprofits. Additionally, she assists in Innovest’s quarterly client reporting process, preparing, and reviewing client trades and transactions, and creating fully customized performance reports for Innovest clients.

Taylor joined Innovest from a telecom company where she was an Order Manager. She graduated summa cum laude from the University of Colorado, Colorado Springs where she earned her Bachelor of Science in Finance and a minor in Gerontology. She was on an athletic scholarship on the women’s volleyball team, where she was elected captain for two consecutive years. 

Taylor is passionate about her faith, volleyball/sports, working out, and coffee. She is very close to her family; she is one of six kids and an aunt to 10 (and counting) nieces and nephews. In her free time, she plays volleyball at Wash Park, coaches, and hangs out with family and friends. Taylor also loves spending time with her 95 -year-old grandmother.

tsmith@innovestinc.com