Caitlin Markel, Manager

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Caitlin is a manager at Innovest responsible for the portfolio accounting systems used for performance reporting and ensuring its accuracy. She is also responsible for gathering and pulling data across multiple custodians and recordkeepers in order to provide complex reporting solutions for high net worth families and nonprofits. Caitlin works as part of the Client Service Team to create quarterly client reports.

Caitlin attended Benedictine College in Atchison, Kansas, where she graduated summa cum laude with a Bachelor’s Degree in both finance and mathematics. At Benedictine she competed with the tennis team for two years. Prior to joining the Innovest team, Caitlin worked for Bank of Atchison in Atchison, Kansas administering the Small Business Administration’s ARC Loan program, to the small business owners in the area.

Caitlin is married and has three young children. She volunteers with her church and in her children’s school.

cmarkel@innovestinc.com