W. Eric Overbey, Vice President
Eric is a Consultant and Vice President at Innovest and is a member Innovest’s Investment Committee, which makes decisions on investment related research and due diligence. He is also a member of the firm’s Capital Markets Research Group, responsible for asset allocation studies and portfolio construction and the Due Diligence Group, responsible for both qualitative and quantitative manager due diligence. Additional responsibilities include management of Innovest’s manager due diligence efforts, topical research, and special projects.
Eric graduated from Washburn University where he earned a BBA in Finance and Accounting. While in school, Eric was enlisted in the United States Marine Corps Reserve and served in Operation Iraqi Freedom. He specialized in Nuclear, Biological, and Chemical Defense, as well as earned promotions to his role as the Non-Commissioned Officer in Charge/ Platoon Sergeant. Prior to joining Innovest, he worked for CoreFirst Bank & Trust. His responsibilities at CoreFirst consisted of consumer lending, credit analysis, credit protection sales, and depository product sales. Eric holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Society of Colorado.
In his free time, Eric and his wife enjoy hiking and snowshoeing throughout the Rocky Mountain region.