Garry Beaulieu, Principal
Garry is a Principal of Innovest Portfolio Solutions and is responsible for business development in the high-net-worth and family marketplace. He has over 20 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. He is a member of Innovest’s Investment Committee, which makes decisions on investment related research and due diligence.
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 for the Food Bank of the Rockies. He is a member of the Board of Trustees for the Denver Inner City Parish, the La Academia Foundation of Trustees, and a member of the organizing committee for the Arby's Charity Tour Golf Tournament. Garry is a past board member of the Colorado Children's Choral, Creative Adoptions and the Colorado Kidney Foundation. He is past president of the Rocky Mountain estate planning council and a founding board member of the Southeast Denver estate planning council. He continues to be active in the Denver, Rocky Mountain and Southeast Denver estate planning councils.