Claire DeLine

Manager

Claire is a member of the Performance Reporting, Portfolio Accounting, and Client Service Teams.  She is responsible for items such as managing Innovest’s client billing process, preparing, and reviewing client trades and transactions, and creating fully customized performance reports for complex high-net-worth families and non-profit organizations.

Claire graduated summa cum laude from Regis University with a Bachelor of Science degree in Economics. She earned the Investment Foundations Certificate through the CFA Institute and holds the Series 65 License (Registered Investment Adviser Representative) through FINRA.  She has served as a member of the Finance Council for Seeds of Hope since 2022.

Claire is happily married with two young children and in her free time, she loves to enjoy the beautiful Colorado mountains, read, and spend time with her wonderful family and friends.

Claire’s Personal Code of Ethics

Center your life around God • Let no one ever come to you without leaving happier • There is no substitute for hard work • See Christ in everyone you encounter • Gratitude is the key to joy • A day without laughter is a day wasted • Family is everything • Pray as though everything depends on God, work as though everything depends on you

cdeline@innovestinc.com

(303) 694-1900 ext. 345