Jason Romero

Vice President

Jason is a Vice President at Innovest Portfolio Solutions. Jason is a business development consultant focusing on wealthy families, foundations, endowments, and nonprofits. Jason has 26 years of experience in banking and wealth management. Jason is passionate about helping clients work through complicated financial issues, learning, and listening to what is most important to their families.

Prior to joining Innovest, Jason spent 21 years at Wells Fargo working with clients in commercial real estate, corporate banking, and wealth management. He worked 5 years at JP Morgan working with ultra-high net worth families and led the endowments, foundations, and nonprofits business across six states.

Jason is from Colorado and believes strongly in giving back to the community. He currently serves as the Finance Committee Chair for the Denver Chamber of Commerce Leadership Foundation and the Denver Zoo. Jason’s prior community involvement includes Clayton Early Learning, Colorado Uplift, Goodwill Industries of Colorado, and Mile High United Way.

Jason graduated from the University of Colorado at Boulder with a degree in Political Science and Economics. He earned his MBA in Finance and Accounting at the University of Denver and Regis University. Jason also completed certifications programs in business succession planning and nonprofit management.

Jason spends his free time with his family, Ryan (15) and Grace (12). He enjoys taking advantage of the outdoors, live music, golf, and Colorado sports.

jromero@innovestinc.com

(303) 694-1900 ext. 327