Tomas Jansson

Vice President

Tomas Jansson is a Vice President and Consultant at Innovest Portfolio Solutions. As a member of our Retirement Plan Practice Group, he focuses on helping companies design, optimize, and govern the retirement plan benefits they offer their employees.

With more than 23 years of industry experience, Tomas has helped many clients strengthen their retirement plan programs. Using his deep retirement plan expertise, he shows clients how to improve investment options, while also reducing costs, minimizing risk, and eliminating administrative burdens.

Prior to Innovest, Tomas served as Managing Director of Institutional Consulting at First Republic Investment Management, where he led the development of the firm’s retirement plan offerings and advised a broad range of clients nationwide. Previously, he served as Vice President for a retirement plan service provider and worked as a Financial Advisor with the Merrill Lynch Global Private Client Group in San Francisco.

Tomas earned a Bachelor of Arts in Economics from San Francisco State University with minors in Finance and Business Administration. Born and raised in Sweden, he is also a member of the Swedish-American Chamber of Commerce.

Tomas resides in San Francisco with his wife, Michelle. When not working, he enjoys spending quality time with family and friends, traveling, and playing golf.

tjansson@innovestinc.com