Claire Smith | Lead Senior Analyst

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Claire is a member of Innovest’s Client Service Team, responsible for providing ongoing client service and support. Her other responsibilities include performance measurement and special projects.

Prior to joining Innovest, Claire was an associate in Perella Weinberg Partners Agility group and a member of Agility’s client service team, where her duties included serving as a specialist for all client-related information and activity, communicating directly with clients on requests and inquiries, and creating client presentation materials. Claire also worked as an institutional consultant relations associate at Janus Capital Group, where she assisted in the relationships with investment consultants by providing competitive analysis, management of territory goals and objectives and production of marketing presentations. Prior to Janus, she worked for Cook Street, a boutique retirement investment consultant as an analyst, producing and overseeing the production of all marketing materials.

Claire is a Colorado native and graduated from the University of Colorado at Boulder with a B.S. in Finance and a Certificate in International Business. 

Claire is married and has one young son.  In her spare time, she enjoys traveling, running with her dog and fly fishing with her husband.  

csmith@innovestinc.com