Experience

Innovest Portfolio Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Principal

  • Apr 2020 - Present

  Innovest is an independent investment consultant, with more than $25 billion under management. Our culture is client-centered, risk-focused, and performance-driven. Our team consists of talented professionals with expertise in a variety of disciplines that benefit our clients. We serve a cross-section of clients which include high-net-worth families, large municipalities, respected corporate organizations, and prominent foundations. Our clients are not hiring a name, they are hiring a team. Innovest is an independent investment consultant, with more than $25 billion under management. Our culture is client-centered, risk-focused, and performance-driven. Our team consists of talented professionals with expertise in a variety of disciplines that benefit our clients. We serve a cross-section of clients which include high-net-worth families, large municipalities, respected corporate organizations, and prominent foundations. Our clients are not hiring a name, they are hiring a team.



Advisory Consulting Group

• Denver, CO | Oakland, CA

• Director - Retirement Plan Consulting

  • May 2018 - Apr 2020



Innovest Portfolio Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Principal, Director

  • Jan 2014 - May 2018

  Innovest is an independent investment consultant, with approximately $20 billion under management. Our culture is client-centered, risk-focused, and performance-driven. Our team consists of talented professionals with expertise in a variety of disciplines that benefit our clients. We serve a cross-section of clients which include high-net-worth families, large municipalities, respected corporate organizations, and prominent foundations. Our clients are not hiring a name, they are hiring a team. Innovest is an independent investment consultant, with approximately $20 billion under management. Our culture is client-centered, risk-focused, and performance-driven. Our team consists of talented professionals with expertise in a variety of disciplines that benefit our clients. We serve a cross-section of clients which include high-net-worth families, large municipalities, respected corporate organizations, and prominent foundations. Our clients are not hiring a name, they are hiring a team.



Innovest/InSight EBC

• Principal

  • Feb 2006 - Dec 2013

  InSight Employee Benefit Communications, a division of Innovest Portfolio Solutions, is plan governance and employee benefit communications firm providing programs to assist plan sponsor committees with fiduciary governance and to help employees understand and properly use their retirement and other benefit plans. InSight is an independent Registered Investment Adviser that does not sell any investment, insurance or other financial services products. The Company provides plan administration and fiduciary governance services, along with objective, conflict-free education, marketing, counseling and participant advice services that convey complex information in easy-to-understand terms and inspire plan participants to make informed decisions. Show less



Retirement Plan Design

• Principal

  • 2003 - 2006

  Retirement Plan Design is the preceding company upon which InSIght Employee Benefit Communications was founded. The Company provided plan design, administration and participant education services. Retirement Plan Design is the preceding company upon which InSIght Employee Benefit Communications was founded. The Company provided plan design, administration and participant education services.



Colorado County Officials and Employees Retirement Association

• Director of Marketing and Client Services

  • 1998 - 2003



Nationwide Retirement Solutions (PEBCSO)

• Managing Area Director

  • 1991 - 1998