Lauren Cadle

Analyst

Lauren Cadle is an Analyst at Innovest Portfolio Solutions, LLC. In her role, she oversees key client service functions, including trading, performance reporting, investment presentations, and operational coordination. She supports client meetings and ensures client portfolios are aligned with investment objectives. Lauren plays an important role in maintaining clear communication and delivering a high level of service to meet client expectations.

Prior to joining Innovest Portfolio Solutions, LLC, she worked at Blue Trust, Inc., as an Investment Associate for the Institutional Division where she oversaw the RFP (Request for Proposal) process and implementation of Investment Policy Statements (IPS). She crafted customized reports tailored to specific client needs and efficiently provided client service support.

Lauren earned her BS in business administration: financial planning from Liberty University where she graduated with high honors.

Lauren and her husband live in Cumming, Georgia. They are members of First Baptist Church Woodstock and share their home with their Australian Shepherd, Rosie. Lauren enjoys running and maintaining an active lifestyle with her friends and family.

lcadle@innovestinc.com

(303) 694-1900 ext. 382