Gordon Tewell, CFA, CPC, Principal
Gordon is a Principal, Consultant and member of Innovest’s Investment Committee, which makes decisions on investment related research and due diligence. He is also a member of the Capital Markets Research Group, responsible for asset allocation studies and portfolio construction and Innovest’s Due Diligence Group, responsible for both qualitative and quantitative manager and retirement plan vendor due diligence. Gordon has more than 17 years of retirement plan industry experience.
Gordon’s consulting relationships are focused on retirement plans, due mainly to Gordon’s experience with providing services to and directly managing a variety of retirement plans and in-depth understanding of IRS and DOL rules and regulations concerning retirement plans. Gordon’s other responsibilities at Innovest include retirement plan benchmarking and vendor search analysis activity providing fiduciary oversight and significant cost saving opportunities to Innovest clients.
Prior to joining Innovest, Gordon was a plan sponsor, managing multiple retirement plans for the City of Westminster in Colorado. Before his time as a plan sponsor, he was an Assistant Vice President with The Retirement Group at Merrill Lynch. Most of his time at Merrill was spent in a client relationship role overseeing all aspects of plan management, but included time spent in investment consulting, and plan conversion and implementation.
Gordon is a graduate of Colorado State University, graduating with a Bachelors of Science degree in Economics and a minor in mathematics. Gordon is a Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of Colorado. Additionally, Gordon has received the Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries (ASPPA). CPCs work alongside employers to formulate, implement, administer and maintain qualified retirement plans. He is a member of ASPPA, the Denver Chapter of the Western Pension and Benefits Conference and a Board member of the Colorado Public Plan Coalition.
Gordon and his wife Deb spend their free time traveling throughout the U.S., much of this time spent on their bicycles. Gordon is the president of a Colorado-based volunteer bicycle touring group which organizes week long bicycle tours throughout the world. When not bicycling or hiking in the Colorado Mountains, Gordon and Deb volunteer at their local YMCA, assisting with programs that promote healthy spirit, mind and body.