Around the Firm 2Q 2026
Innovest is pleased to highlight the accomplishments, service efforts, and thought leadership demonstrated by our team in the second quarter of 2026. Our commitment to stewardship, excellence, and community involvement continues to drive meaningful impact across the firm and beyond.
New Team Members
We were excited to welcome several new colleagues who bring fresh expertise, energy, and dedication to our mission. Please help us welcome, Deana Berg, Mary Katherine Copeland, Joseph Esserman, John Henry Fleischer, Cristy Ginn, Katherine Mendoza, Brayden Miracle, Zachary Pitman, and Isabella Smith. Driven by continued growth and strong business momentum, we welcome these team members and have two more joining the firm soon. This strategic investment in exceptional talent reflects the increasing demand for our services, enhances our ability to deliver an exceptional client experience, and positions Innovest for continued growth and long-term success.
This summer, we are also pleased to welcome interns Ceca Bixenman, Demetrius Boyd, Ethan Lehman, and Shae McDaniel, while also welcoming back Diego Baez, who previously spent four years with Innovest as an Arrupe High School intern. We are excited to invest in the next generation of professionals through meaningful, hands-on experience.
Service to Others
Giving back remains a cornerstone of Innovest's culture. We proudly recognized Colin Donovan, Christine Furhman, and Trevor Kirking with the Service to Others Monthly Award for their outstanding dedication to helping colleagues and the broader community.
Our team continued to make a positive impact in the community by supporting the Junior Achievement USA Dream Accelerator, helping inspire the next generation of business leaders, and volunteering at the historic Central City Opera House, where employees planted vibrant flowers to help create a beautiful and welcoming setting for guests throughout the summer season.
Innovest in the News!
Innovest continues to be recognized as a thought leader by sharing timely insights and industry expertise through articles and publications. During the second quarter, our team contributed the following article:
Vice President Wyck Brown had his article, “An Anatomy of the U.S. Fixed Income Market,” published in Advisor Perspectives.
Innovest Events and Industry Engagement
As part of our commitment to thought leadership, Innovest hosted educational webinars and events throughout the second quarter, equipping clients and industry professionals with timely insights and practical strategies on today's most important investment and fiduciary topics.
Principal Troy Jenson and Vice President Tomas Jansson presented “7 Common Mistakes Employers Make with 401(k) Plans”; and Principal Sloan Smith and Shaan Mehta, Principal at StepStone Group,
discussed today’s venture capital environment and how AI is reshaping the investment landscape in the private equity space during Innovest’s quarterly webinar series, Conversations with Asset Managers.
Innovest partnered with Amaze Health and Public Safety Financial/Galloway to host AZ FOCUS in Scottsdale, Arizona, providing fiduciaries, and benefit plan sponsors with practical education on compliance, governance, and industry trends. As part of the conference, President Wendy Dominguez, served as a panelist for "Fiduciary Breach Litigation in Retirement and Benefit Plans: Lessons Learned in the Courtroom."
Sloan Smith presented an Economic Update for nonprofits at the 2026 Colorado Society of CPAs (COCPA) Not-for-Profit Conference.
Sponsorships
Innovest proudly supported a wide range of organizations and community initiatives throughout the year. Our sponsorships included the Arrupe Jesuit High School Golf Invitational, The Weld Trust Golf Classic and Gala, the Energy Outreach Colorado Golf Tournament, Hope Haven Rwanda's Fabric of Hope, the ACE Scholarships Annual Luncheon, the CFA Society Colorado Forecast Dinner, and the Colorado Ballet Gala, reflecting our ongoing commitment to faith, education, and the communities we serve.