Joseph Esserman

Senior Analyst

Joseph is a Senior Analyst at Innovest Portfolio Solutions serving on the Research and Retirement Plan Team. In this role, Joseph’s responsibilities include creating deliverables for Innovest’s retirement plan clients, monitoring investment products and strategies, and completing quarterly performance reports.

Joseph graduated summa cum laude from St. Louis University with a Bachelor of Arts in Philosophy.

Prior to joining Innovest, Joseph worked at Fidelity Investments, where he served in both Customer Service and on the Planning and Advice team. In these roles, he provided account support and financial planning guidance to clients. Joseph also worked with Fidelity Wealth as a Central Relationship Manager, supporting financial consultants by facilitating client meetings. During his time at Fidelity, Joseph obtained the Series 7, 63, and 66 licenses.

Joseph and his wife, Kerry, enjoy spending time in all of Colorado’s beautiful landscapes, skiing, camping, and hiking with friends. He has a passion for St. Louis sports, singing beautiful music with his parish schola, and enjoying Kerry’s homemade sourdough.

jesserman@innovestinc.com