Garry Beaulieu, Principal

Garry Beaulieu

Garry is a principal and consultant with Innovest and is responsible for business development in the high-net-worth and family marketplace.  He has more than 28 years of experience in investment management, focusing on customized investment solutions and complex financial and estate planning issues for high net worth individuals and families.  He has broad knowledge of investment and fiduciary principles having spent years as a fiduciary officer and account manager.

Prior to joining Innovest, Garry was a vice president and wealth strategist for Northern Trust and a founding member and vice president of the Denver office of Mellon Wealth Management.

Garry is a graduate of Saint Anselm College in New Hampshire.  He also graduated from the New England School of Banking at Williams College, Executive Program.  Garry completed studies at the Darden School, at the University of Virginia and the National Graduate Trust School.   

Active in the community, Garry is a member of the Board of Trustees and an Executive Board member for the Food Bank of the Rockies.  He is a member and co-chair of the Board of Trustees for the Denver Inner City Parish and a member of the Legacy Planning Advisory Council at Children’s Hospital Colorado Foundation.  Garry is also very active with the Alliance for Choice in Education (ACE).  An avid fly fisherman Garry is an active participant of the Wounded Warriors fly fishing program through Project Healing Waters, and Anglers of Honor Program at the Lincoln Hills Fly Fishing Club.

gbeaulieu@innovestinc.com

Garry's Personal Code of Ethics

Find strength and success in putting forth only my best effort • Let go of the negative, focus on the positive • Take it one day at a time and live every moment • Be grateful for what I have and give back to my community • Only I can decide to make today a great day • Talk less and listen more • Getting closer every day by giving it my best shot