Sloan Smith, CAIA, MBA, CPWA®, Vice PResident

Sloan is a vice president at Innovest and a member of the Investment Committee, which drives the firm’s investment related research and due diligence. He serves as a consultant working primarily with institutions and families.  He is also a member of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies. The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at Innovest and at their offices. The group works in conjunction with Innovest’s Investment Committee. Sloan is responsible for covering traditional equity and fixed income investments as well as alternative investments such as hedge funds, private equity, and real estate. He is also a member of the NexGen Society. Members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations. The elite NexGen members are selected by Innovest’s executive team and receive specialized training and responsibilities.

Prior to joining Innovest, Sloan was a senior consultant at Northern Trust in Chicago.  At Northern Trust he oversaw and performed reviews of client portfolios, ensuring valuation and pricing procedures were followed.  He also developed automated systems that allowed clients to effectively manage risk within their portfolios.

Previously, Sloan was a senior risk analyst at Alphametrix, a hedge fund platform in Chicago.  While at Alphametrix, Sloan managed relationships with brokers and direct investors, performed manager due diligence, and built customized risk reports for the firm’s clientele.  Prior to Alphametrix, Sloan was employed by Simplex Investments in Chicago as an equity options trader where he implemented an arbitrage strategy on behalf of the firm.

Sloan, a New Hampshire native, holds an undergraduate and MBA degree from the University of Notre Dame where he graduated cum laude.  While receiving his MBA, Sloan was part of the Applied Investment Management (AIM) course, which manages $10 million of Notre Dame’s endowment. He is a Chartered Alternative Investment Analyst (CAIA) and is also a former member of the Notre Dame Varsity lacrosse team. Sloan also holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business.

Sloan is on the Board of Directors for Economic Literacy Colorado, which empowers Colorado students to achieve a lifetime of economic understanding and financial freedom. He also serves as Treasurer and is a member of the Audit and Finance Committees.

Sloan is happily married with three children.  He enjoys spending his free time with his family and is passionate about the financial markets and the New England Patriots.

ssmith@innovestinc.com 

Sloan's Personal Code of Ethics

Make each decision knowing you are representing not only yourself but also your family and everything they have worked so hard for in their life •  Spare time provides the greatest opportunity to grow. Capture that chance.•  Always praise the loved one’s around you.  They will always be the one’s to carry you forward• Bring an infectious attitude to every interaction.  Get people excited about the future • Giving to others is the perfect opportunity to show that you care.  Provide hope and inspire others through unselfishness • Give everything you’ve got everyday.  It may not lead to perfection but it will lead to excellence • The most important thing in life is the day you were born and the day you figured out why