Jerry Huggins, Vice President
Jerry is a Vice President with Innovest Portfolio Solutions LLC and is responsible for client consulting relationships and new business development focused on the retirement plan sector. He has over 26 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 Investment Committee, which drives the firm's investment related research and due diligence.
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 MBA in Finance from the University of Colorado at Denver and a B.S. 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 over 20 years.
Jerry has been a long standing member of 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 over 25 years to his wife Tracy and they have three children, Erin, Megan and Lauren.