Jerry Huggins, CFP, MBA, AIF®, PRINCIPAL
Jerry is a principal with Innovest Portfolio Solutions and is responsible for client consulting relationships and new business development focused on the retirement plan sector. He has more than 30 years of experience as an advisor in qualified/non-qualified retirement plan and investment management services. Jerry provides benchmarking services and vendor search analysis as well as, fiduciary oversight and cost controlling fee disclosures to Innovest’s retirement plan clients. He is a member of Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients.
Prior to joining Innovest, Jerry was a vice president for ICMA-RC and Fidelity Investments, where his responsibilities included advising employers on their retirement plans over a 21-state region. He worked closely with retirement plan sponsors and their trustees to design solutions to meet their specific goals and objectives.
Jerry received his Master of Business Administration in finance from the University of Colorado at Denver and a Bachelor of Science in finance from the University of Montana. He has held the Certified Financial Planner CFP® designation, through the Certified Financial Planners Board of Standards, Inc, for more than 25 years. Jerry holds an Accredited Investment Fiduciary (AIF®). Having successfully completed this course of study, Jerry uses his expertise to ensure that Innovest’s institutional clients are following a prudent investment process utilizing the Uniform Fiduciary Standards of Care.
Jerry has had involvement with the National Association of Government Defined Contribution Administrators (NAGDCA), the Colorado Government Finance Officers Association (CGFOA), Colorado Municipal League, and the Colorado Public Plan Coalition (CPPC). He has been married for more than 30 years to his wife Tracy and they have three children, Erin, Megan and Lauren.