Matthew Foster

Analyst

Matthew is an Analyst on the Retirement Plan Team and the Due Diligence Team where he is responsible for producing client deliverables, asset allocation studies and conducting fund research for Innovest’s nonprofit, retirement plan, and family clients.

In addition, he is a member of the Client Service Team and Education Team where he is tasked with assisting clients during the onboarding process and helping consultants conduct meetings with individual participants of retirement plans. He is also a team member of the Performance Reporting Team.

Prior to joining Innovest, Matthew worked as a high-net-worth specialist at Charles Schwab for two years where he obtained his series 7 and series 63 licenses.

Matthew earned a Bachelor of Science in Business Administration with an emphasis in Finance from Regis University. Matthew was a college intern at Innovest.

Matthew is a Colorado native and in his free time enjoys spending time with friends and family, playing golf, going fly fishing, and watching Colorado sports.

mfoster@innovestinc.com 

(303) 694-1900 ext. 329