Brooks Urich, Analyst Assistant

Brooks is an analyst assistant at Innovest and is a member of the Due Diligence Group, Portfolio Accounting Team, and Capital Markets Group. These teams are responsible for sourcing investment managers, monitoring recommended products and strategies, and evaluating current and future markets. These teams also utilize both quantitative and qualitative analysis evaluating performance, understand return attribution, and meet management teams both at Innovest and at their offices.

Brooks graduated cum laude from the Farmer School of Business at Miami University, where he earned his Bachelor of Science in finance. He was a member of the varsity baseball team at Miami and received MAC All-Academic awards each of his four years. Brooks was also a member of PSE, a professional marketing and sales fraternity. PSE develops its members through speakers, workshops, mentorships, and real-world client work.

During his free time, Brooks enjoys playing golf, snowboarding, hiking, and traveling.

burich@innovestinc.com