Taylor Truitt

Analyst Assistant

Taylor is an Analyst Assistant on the Research and Retirement Plan Team, as well as Performance Reporting Team. Her responsibilities include creating deliverables for Innovest’s retirement plan clients, monitoring investment products and strategies, modifying Investment Policy Statements, and completing quarterly performance reports.

Taylor graduated from Santa Clara University with a Bachelor of Science in Commerce in Finance and a minor in International Business. While at Santa Clara, she was a Director on the Student Advisory Board for the Ciocca Center of Entrepreneurship, Vice President of Finance for Get Virtual SCU, and a captain of the SCU Field Hockey Club. Taylor previously interned at Innovest, where she further developed her interest in investment consulting.

Taylor was born and raised in Denver, Colorado. In her free time, she enjoys skiing, hiking, reading, coaching field hockey, and spending quality time with friends and family.

ttruitt@innovestinc.com 

(303) 694-1900 ext. 363