Around the Firm
Promotions & Team Updates
Innovest is excited to announce three new partners: Pamela Cruz, Paul Nacario, and Troy Jensen!
Help us welcome Taylor Smith to Innovest! Taylor is from Littleton, CO and played volleyball at the University of Colorado, Colorado Springs. She brings in Analyst experience with a degree in Finance and a minor in Gerontology.
The recipients of the Service to Others monthly awards were Christine Hudek in April, Alexandra Johnson in May, and Eileen Pohs in June.
Innovest celebrated Anne Dines on her last day at the firm after five years of service. Happy retirement, Anne!
Innovest gave a warm farewell to our Arrupe Jesuit High School interns for the 2021-2022 school year! Thank you to Camilla (senior), Jose (junior), Steven (sophomore), and David (freshman) for your time and contributions to the firm this year!
Innovest is excited to announce that Brett Minnick progressed to Vice President, Franklin Cornett, CFP® progressed to Senior Client Manager, Christine Hudek, AIF®, Kathy Lalone, and Joe Lemming have progressed to Senior Manager, and Ben Mattern and Peter Girard have progressed to Senior Analyst.
Innovest is thrilled to welcome our summer interns: John Walsh, Natalie Kuzia, and Nick Mancini!
Innovest hosted an open house and welcomed clients and friends to see our new offices. Thank you to all who joined us for a great night of food, drinks, and a celebration of our 25th Anniversary.
Awards & Publications
The National Association of Plan Advisors (NAPA) ranked Innovest on their list of 2021 Top Defined Contribution Advisor Teams.
Innovest Principal Steven Karsh authored “The Ups and Downs of the Stock Market,” published in the finance section of Articulator Magazine's first quarter 2022 issue.
Innovest Vice President Brett Minnick authored “Fixing the ’40’ in Defined Contribution Plans,” recently published by 401KSpecialist.
Innovest CEO and Co-founder Richard Todd authored the article “Beware the Investment Advisor’s ‘Book of Business’ Model,” recently published by the Denver Business Journal.
Innovest Principal Sloan Smith, CAIA, CPWA® authored “The Importance of High-Quality Manager Access in Alternative Investing,” which was recently published by Financial Advisor.
Service
Innovest employees volunteered at the Denver Rescue Mission in May, serving breakfast and lunch.
Innovest employees volunteered at Food for Thought Denver alongside the Women in Pensions Networking (WE Inspire. Promote. Network. (WIPN)) group in May.
Innovest employees volunteered at Rosie’s Ranch in Parker, Colorado in June.
In June, Innovest employees planted flowers at the Central City Opera House.
Innovest assembled blessing bags filled with essential items and gift cards to give to Christ in the City in late June.
Conferences, Speaking, Events, & Sponsorships
Innovest Vice President and Director Steven Fraley, CFA spoke at the Markets Group 9th Annual Mountain States Institutional Forum.
Innovest was excited to attend the Texas Association of Public Employee Retirement Systems (TEXPERS) annual 2022 conference.
Innovest was a proud sponsor of and attendee at “My Bold Future,” the fundraising luncheon of Girls Inc. of Metro Denver on May 12th.
Innovest was proud to support ACE Scholarships by sponsoring and attending their annual luncheon on May 20th.
Innovest Principal and Director Sloan Smith, CAIA, CPWA® and Vice President and Director Steven Fraley, CFA, MBA spoke at the Christian Leadership Alliance (CLA) National Conference on “Rethinking Operating Reserves.”
Innovest sponsored the 2022 Denver Regional Council of Governments Annual Awards Celebration at Empower Field at Mile High.
On May 25th, Innovest hosted the webinar “Understanding the Nuances of a Mission-Aligned Portfolio.”
Innovest employees attended Economic Literacy Colorado’s Brews and Views event.
Innovest Vice President and Director Steven Fraley, CFA, MBA presented with Eide Bailly LLP's Kevin Ross, CPA, MBA at the Colorado Society of CPAs (COCPA) Not-for-Profit Conference on the topic of Endowments.
Innovest Principal and Director Sloan Smith, CAIA, CPWA® and Vice President Sarah Newman spoke at the annual Petrus Development Conference on how nonprofits can work towards building stewardship into their organizational investment strategies to encourage donors.
Innovest was proud to be a gold sponsor for the Arizona Society of CPAs’ Not-for-Profit Conference where Innovest Vice President and Director Steven Fraley, CFA, MBA presented on mission-aligned investing.
Innovest Principal Paul Nacario attended the NAGDCA RoundTable in Washington, DC.