Marianne Marvez, RPA, Vice President
Marianne is a vice president at Innovest. She has more than 30 years of experience in the retirement plan sector. She 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.
Marianne holds a Retirement Plan Associate (RPA) designation from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania and she is also pursuing the Certified Employee Benefits Specialist (CEBS) designation. She is also holds the Series 65 License (Registered Investment Adviser Representative) though FINRA.
Prior to joining Innovest, Marianne was a director with Empower Retirement, a senior consultant at Strategies, LLC, a vice president and senior relationship manager at Bank of America Merrill Lynch and spent 15 years with Invesco Retirement Plan Services as an associate partner and senior client relationship Manager.
Marianne graduated magna cum laude from the University of Denver with a Bachelor of Arts in law and society and a certificate in conflict management studies. In addition, she is a board member of the Denver Chapter of the Western Pension and Benefits Council, a 28-year member of the Board of Directors for the Denver Santa Claus Shop, a member of Mile High United Way’s Women United, and a Junior Achievement volunteer. Marianne also volunteers at Arrupe Jesuit High School and actively participates in various charity fund raising events in the metropolitan Denver community.
Marianne is a Denver native. She and her husband Ed have four grown children and enjoy traveling, skiing, hiking and kayaking.
Marianne’s Personal Code of Ethics
Integrity and reputation matter, don’t compromise either one •The first step is the hardest, take it •Respect my adult children • Attitude changes everything, make yours count • Blessings are a gift, be grateful l• Make a living by what you earn, make a life by what you give back •Remember the expert was once a beginner• Don’t wait to be asked, just do it!