Taylor Smith

Lead Senior Analyst

Taylor is a Lead Senior Analyst on the Client Service and Performance Reporting Teams. She is responsible for gathering and pulling data across multiple custodians for both traditional and alternative products to provide complex reporting solutions for wealthy families and nonprofits. In addition, she assists with Innovest’s quarterly client reporting process, prepares and reviews client trades and transactions, and creates fully customized performance reports for clients. She is a member of the firm’s NexGen Society. Selected by Innovest’s executive team, members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations.

Taylor joined Innovest from a telecom company, where she worked as an Order Manager. She graduated summa cum laude from the University of Colorado, Colorado Springs (UCCS) with a Bachelor of Science in Finance and a minor in Gerontology. While at UCCS, she played on the women’s volleyball team on an athletic scholarship and was elected team captain for two consecutive years.

Taylor is passionate about her Catholic faith, volleyball, sports, and working out. She is very close to her family; she is one of six children and an aunt to 12 (and counting) nieces and nephews. In her free time, she coaches high school boys’ volleyball and spends time with family and friends.

tsmith@innovestinc.com