Peter Mustian, MBA, Principal, COO
Peter is a principal, consultant and the chief operating officer at Innovest. Peter provides institutional consulting services to committees and boards of various types of retirement plans, nonprofit clients, and wealthy families. He is also a member of the Capital Markets Research Group, responsible for asset allocation studies and portfolio construction. He is also part of Innovest’s Investment Committee, which makes decisions on investment related research and due diligence. He is a member of Innovest’s Retirement Plan Practice Group. That identify best practices and implements process improvements to maximize efficiencies for our clients. In addition, Peter leads Innovest's Mentoring Committee, responsible for the ongoing professional development of Innovest's team members.
In addition, he is responsible for coordinating the work of Innovest’s Client Service Team that includes managing due diligence, performance reporting, portfolio accounting, trading, and special client projects. He has more than 15 years of experience in the investment industry.
Peter graduated from the University of Colorado at Boulder (with distinction) where he studied both finance and history. While in school he contributed articles and research to various business publications including co-authoring a business text book used at the University of Colorado Leeds School of Business. He earned his MBA from Colorado State University. Prior to joining Innovest, he worked at UBS Financial Services. His responsibilities at UBS included portfolio analysis, mutual fund evaluation and investment research. In addition to his work at UBS, Peter has done significant charitable work abroad in a variety of capacities and remains highly involved in working with several humanitarian and outreach agencies. Peter is happily married and has three young children. Peter serves on the investment committee for several local and national religious organizations.
Peter's Personal Code of Ethics
Thank God for all things • Learn humility • Serve others and practice patience • Be courageous and do what is true and right • Be true to my word, loyal, and unwavering in the commitments I make • Never forget my family and all of those that have sacrificed for me • Be generous and kind, everything I have is a gift • Work hard, sacrifice and maintain a relentless personal drive for excellence