Innovest Portfolio Solutions
Description
Address: 4643 S Ulster St, Denver, CO 80237 Phone: (303) 694-1900Website: : : : Place name: : Category: : : Hours: Website: http://www.innovestinc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Innovest Portfolio Solutions Posting publicly on the Web Write a review Reviews Be the first to review
Innovest Portfolio Solutions List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Innovest Portfolio Solutions. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Innovest Portfolio Solutions Employees
Employee
Years
Job
Industry
Philip Eichhorn, CFA Philip Eichhorn, CFA's Innovest Portfolio Solutions Experience April 2012 - April 2014
Job Junior Trader at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - July 2015
OppenheimerFunds April 2014 - December 2014
Innovest Portfolio Solutions April 2012 - April 2014
Brown Brothers Harriman September 2010 - April 2011
Innovest Portfolio Solutions 2011 - 2011
OppenheimerFunds February 2005 - September 2010
Skills
Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Management, Fund Accounting, Investments, Investment Management, Bloomberg Terminal, Portfolio Management, Capital Markets, Financial Modeling, Asset Allocation, Equity Research, Series 7, Investment Strategies, Financial Markets, Valuation
Education
Colorado State University 2001 — 2004
BS, Finance
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - July 2015
OppenheimerFunds April 2014 - December 2014
Innovest Portfolio Solutions April 2012 - April 2014
Brown Brothers Harriman September 2010 - April 2011
Innovest Portfolio Solutions 2011 - 2011
OppenheimerFunds February 2005 - September 2010
Skills
Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Management, Fund Accounting, Investments, Investment Management, Bloomberg Terminal, Portfolio Management, Capital Markets, Financial Modeling, Asset Allocation, Equity Research, Series 7, Investment Strategies, Financial Markets, Valuation
Education
Colorado State University 2001 — 2004
BS, Finance
Scott O. Middleton, CFA, CIMA Scott O. Middleton, CFA, CIMA's Innovest Portfolio Solutions Experience 2006 - Present
Job Senior Investment Consultant at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions 2006 - Present
Northern Trust 1999 - 2006
Education
Oral Roberts University
History
Innovest Portfolio Solutions 2006 - Present
Northern Trust 1999 - 2006
Education
Oral Roberts University
History
Donna Patch Donna Patch's Innovest Portfolio Solutions Experience 2004 - Present
Job Principal at Innovest
Industry Investment Management
Experience
Innovest Portfolio Solutions 2004 - Present
Digital Equipment Corporation 1987 - 1992
Allen Bradley 1982 - 1987
Education
University of Michigan 1978 — 1982
BS IO&E, Industrial Engineering
Innovest Portfolio Solutions 2004 - Present
Digital Equipment Corporation 1987 - 1992
Allen Bradley 1982 - 1987
Education
University of Michigan 1978 — 1982
BS IO&E, Industrial Engineering
Christine Hudek Christine Hudek's Innovest Portfolio Solutions Experience January 2014 - Present
Job Executive Assistant at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions January 2014 - Present
Retirement Planning Strategies November 2009 - August 2013
Culinary Connectors 2010 - January 2011
Frasca Food & Wine 2004 - 2010
FIrst Annuity & Insurance Marketing June 1996 - 2008
Skills
Catering, Public Relations, Restaurants, Public Speaking, Marketing, Pastry, Strategic Planning, Budgets, Retirement Planning, Baking, Fine Dining, Leadership Development, Social Media, Marketing Strategy, Marketing Communications, Writing, Blogging, Bookkeeping, Tax Preparation, Office Management, Office Administration, Travel Arrangements, Appointment Scheduling, Human Resources, Strategy, Customer Service, Email Marketing
Education
Colorado State University 1987 — 1991
Business Administration, Marketing
Innovest Portfolio Solutions January 2014 - Present
Retirement Planning Strategies November 2009 - August 2013
Culinary Connectors 2010 - January 2011
Frasca Food & Wine 2004 - 2010
FIrst Annuity & Insurance Marketing June 1996 - 2008
Skills
Catering, Public Relations, Restaurants, Public Speaking, Marketing, Pastry, Strategic Planning, Budgets, Retirement Planning, Baking, Fine Dining, Leadership Development, Social Media, Marketing Strategy, Marketing Communications, Writing, Blogging, Bookkeeping, Tax Preparation, Office Management, Office Administration, Travel Arrangements, Appointment Scheduling, Human Resources, Strategy, Customer Service, Email Marketing
Education
Colorado State University 1987 — 1991
Business Administration, Marketing
Jerry Huggins Jerry Huggins's Innovest Portfolio Solutions Experience January 2011 - Present
Job Vice President at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions January 2011 - Present
ICMA-RC Services, LLC 2003 - 2010
UMB Bank, N.A. 2002 - 2003
Fidelity Investments 1998 - 2002
Skills
New Business Development, 401k, Investments, Retirement Planning, Business Planning, Portfolio Management, Strategy, Banking, CRM, Investment Management, Relationship Management, Management, Due Diligence, Mutual Funds, Asset Allocation, Pensions, Investment Strategies, Hedge Funds, Fixed Income, Sales, Asset Management, Equities, Retirement Plan..., Alternative Investments, Wealth Management, Marketing, Series 7, Employee Benefits, Series 6, Investment Advisory, Series 63, Retirement, Securities, Risk Management, Series 24, Financial Services, FINRA, Defined Benefit, ERISA, Trading, IRAs, Financial Markets, Defined Contribution, Financial Advisory, Uniform Combined State..., Capital Markets, Fixed Annuities, Strategic Financial..., Series 65, Bloomberg
Education
University of Colorado Denver
MBA, Finance
University of Montana
B.S., Finance
Innovest Portfolio Solutions January 2011 - Present
ICMA-RC Services, LLC 2003 - 2010
UMB Bank, N.A. 2002 - 2003
Fidelity Investments 1998 - 2002
Skills
New Business Development, 401k, Investments, Retirement Planning, Business Planning, Portfolio Management, Strategy, Banking, CRM, Investment Management, Relationship Management, Management, Due Diligence, Mutual Funds, Asset Allocation, Pensions, Investment Strategies, Hedge Funds, Fixed Income, Sales, Asset Management, Equities, Retirement Plan..., Alternative Investments, Wealth Management, Marketing, Series 7, Employee Benefits, Series 6, Investment Advisory, Series 63, Retirement, Securities, Risk Management, Series 24, Financial Services, FINRA, Defined Benefit, ERISA, Trading, IRAs, Financial Markets, Defined Contribution, Financial Advisory, Uniform Combined State..., Capital Markets, Fixed Annuities, Strategic Financial..., Series 65, Bloomberg
Education
University of Colorado Denver
MBA, Finance
University of Montana
B.S., Finance
T.J. Berge T.J. Berge's Innovest Portfolio Solutions Experience January 2012 - Present
Job Senior Analyst at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions January 2012 - Present
Innovest Portfolio Solutions 2012 - 2012
Education
University of Northern Colorado 2007 — 2011
Innovest Portfolio Solutions January 2012 - Present
Innovest Portfolio Solutions 2012 - 2012
Education
University of Northern Colorado 2007 — 2011
Whitney Wilkinson Whitney Wilkinson's Innovest Portfolio Solutions Experience September 2013 - Present
Job Analyst at Innovest Portfolio Solutions
Industry Public Relations and Communications
Experience
Innovest Portfolio Solutions September 2013 - Present
Colorado Avalanche January 2013 - Present
Snap in Media January 2013 - May 2013
Colorado Avalanche May 2012 - August 2012
Education & Life Training Center May 2011 - August 2011
Education
Colorado State University 2009 — 2013
Journalism, Public Relations, Business Administration
Innovest Portfolio Solutions September 2013 - Present
Colorado Avalanche January 2013 - Present
Snap in Media January 2013 - May 2013
Colorado Avalanche May 2012 - August 2012
Education & Life Training Center May 2011 - August 2011
Education
Colorado State University 2009 — 2013
Journalism, Public Relations, Business Administration
Hillary D. Thomas Hillary D. Thomas's Innovest Portfolio Solutions Experience August 2015 - Present
Job Analyst Assistant Innovest Portfolio Solutions
Industry Marketing and Advertising
Experience
Innovest Portfolio Solutions August 2015 - Present
TEDxMileHigh August 2015 - Present
Red Bull September 2014 - June 2015
Red Bull June 2014 - September 2014
mcgarrybowen March 2014 - June 2014
Henson Consulting Inc. September 2013 - November 2013
The SUPES Academy June 2013 - September 2013
Proact Search June 2013 - August 2013
Northwestern University September 2011 - June 2013
NBC Chicago May 2013 - May 2013
Skills
PowerPoint, Press Releases, Social Media Marketing, Teamwork, Nonprofits, Microsoft Office, Advertising, Event Planning, Grant Writing, AP Style, Public Relations, Social Networking, Blogging, Integrated Marketing, Communication, Marketing Strategy, Management
Education
Northwestern University 2011 — 2015
Bachelor of Science in Journalism, Communication, Journalism, and Related Programs, Rising Senior
Regis Jesuit High School 2007 — 2011
High School Diploma
Innovest Portfolio Solutions August 2015 - Present
TEDxMileHigh August 2015 - Present
Red Bull September 2014 - June 2015
Red Bull June 2014 - September 2014
mcgarrybowen March 2014 - June 2014
Henson Consulting Inc. September 2013 - November 2013
The SUPES Academy June 2013 - September 2013
Proact Search June 2013 - August 2013
Northwestern University September 2011 - June 2013
NBC Chicago May 2013 - May 2013
Skills
PowerPoint, Press Releases, Social Media Marketing, Teamwork, Nonprofits, Microsoft Office, Advertising, Event Planning, Grant Writing, AP Style, Public Relations, Social Networking, Blogging, Integrated Marketing, Communication, Marketing Strategy, Management
Education
Northwestern University 2011 — 2015
Bachelor of Science in Journalism, Communication, Journalism, and Related Programs, Rising Senior
Regis Jesuit High School 2007 — 2011
High School Diploma
John Zimmerman John Zimmerman's Innovest Portfolio Solutions Experience June 2013 - August 2013
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates June 2015 - Present
Boston College Finance Department September 2014 - May 2015
Robert Half Technology June 2014 - August 2014
Innovest Portfolio Solutions June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, Microsoft Office, Customer Service, Leadership, Team Building, Talent Acquisition, Interviews
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2015
Bachelor's Degree, Finance
University College Dublin 2013 — 2013
Regis Jesuit High School 2007 — 2011
High School
Cambridge Associates June 2015 - Present
Boston College Finance Department September 2014 - May 2015
Robert Half Technology June 2014 - August 2014
Innovest Portfolio Solutions June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, Microsoft Office, Customer Service, Leadership, Team Building, Talent Acquisition, Interviews
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2015
Bachelor's Degree, Finance
University College Dublin 2013 — 2013
Regis Jesuit High School 2007 — 2011
High School
Garry Beaulieu Garry Beaulieu's Innovest Portfolio Solutions Experience September 2007 - Present
Job Principal at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions September 2007 - Present
Northern Trust January 2003 - September 2007
BNY Mellon January 2000 - January 2004
Fleet Bank Investment Management 1985 - 1991
Education
Saint Anselm College 1982 — 1985
Darden School
National Graduate Trust School
New England School of Banking at Williams College
University of Virginia
Innovest Portfolio Solutions September 2007 - Present
Northern Trust January 2003 - September 2007
BNY Mellon January 2000 - January 2004
Fleet Bank Investment Management 1985 - 1991
Education
Saint Anselm College 1982 — 1985
Darden School
National Graduate Trust School
New England School of Banking at Williams College
University of Virginia
Michelle Weeks's Innovest Portfolio Solutions Experience May 2015 - Present
Job Analyst Assistant at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions May 2015 - Present
University of Northern Colorado January 2015 - Present
University of Northern Colorado September 2014 - Present
Weld County School District 6 August 2014 - Present
ABC Child Development Center August 2013 - Present
Rocky Mountain Custom Landscapes, Inc. May 2013 - August 2013
Fun Zone Games, LLC June 2012 - August 2012
Skills
Market Research, Marketing Research, PowerPoint, Microsoft Excel, Microsoft Office, SPSS, Social Media, Microsoft Word, Teamwork, Research, Data Analysis, Customer Service, Sales, Management, Finance, Time Management, Public Speaking
Education
University of Northern Colorado 2011 — 2015
Bachelor's Degree, Finance, General
Custer County High School 2007 — 2011
Innovest Portfolio Solutions May 2015 - Present
University of Northern Colorado January 2015 - Present
University of Northern Colorado September 2014 - Present
Weld County School District 6 August 2014 - Present
ABC Child Development Center August 2013 - Present
Rocky Mountain Custom Landscapes, Inc. May 2013 - August 2013
Fun Zone Games, LLC June 2012 - August 2012
Skills
Market Research, Marketing Research, PowerPoint, Microsoft Excel, Microsoft Office, SPSS, Social Media, Microsoft Word, Teamwork, Research, Data Analysis, Customer Service, Sales, Management, Finance, Time Management, Public Speaking
Education
University of Northern Colorado 2011 — 2015
Bachelor's Degree, Finance, General
Custer County High School 2007 — 2011
Clifford Stanton, CFA Clifford Stanton, CFA's Innovest Portfolio Solutions Experience October 2002 - April 2007
Job Chief Investment Officer
Industry Financial Services
Experience
361 Capital August 2014 - Present
Envestnet, Inc May 2007 - November 2013
Innovest Portfolio Solutions October 2002 - April 2007
Skills
Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Wealth Management, Investment Management, Investment Strategies, Asset Management, Investments, Asset Managment, Due Diligence, Financial Markets, ETFs, Series 7, Finance, Risk Management, Hedge Funds
Education
University of Colorado at Denver 1995 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
361 Capital August 2014 - Present
Envestnet, Inc May 2007 - November 2013
Innovest Portfolio Solutions October 2002 - April 2007
Skills
Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Wealth Management, Investment Management, Investment Strategies, Asset Management, Investments, Asset Managment, Due Diligence, Financial Markets, ETFs, Series 7, Finance, Risk Management, Hedge Funds
Education
University of Colorado at Denver 1995 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Marianne Marvez, RPA Marianne Marvez, RPA's Innovest Portfolio Solutions Experience February 2015 - Present
Job Vice President at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Aidan Sloan Smith, CAIA's Innovest Portfolio Solutions Experience May 2015 - Present
Job Senior Analyst at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions May 2015 - Present
Northern Trust Hedge Fund Services March 2014 - May 2014
AlphaMetrix April 2013 - December 2013
AlphaMetrix, LLC September 2010 - April 2013
Simplex Investments October 2008 - April 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Data Analysis, Valuation, Options, Marketing Strategy, Microsoft Office, Trading, Bloomberg, Microsoft Word, Finance, Marketing, PowerPoint, Customer Service, Research, Hedge Funds, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Investments, 3.78
University of Notre Dame - Mendoza College of Business 2004 — 2008
Marketing
Phillips Exeter Academy 2001 — 2004
Innovest Portfolio Solutions May 2015 - Present
Northern Trust Hedge Fund Services March 2014 - May 2014
AlphaMetrix April 2013 - December 2013
AlphaMetrix, LLC September 2010 - April 2013
Simplex Investments October 2008 - April 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Data Analysis, Valuation, Options, Marketing Strategy, Microsoft Office, Trading, Bloomberg, Microsoft Word, Finance, Marketing, PowerPoint, Customer Service, Research, Hedge Funds, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Investments, 3.78
University of Notre Dame - Mendoza College of Business 2004 — 2008
Marketing
Phillips Exeter Academy 2001 — 2004
Kenny Reesor Kenny Reesor's Innovest Portfolio Solutions Experience January 2013 - June 2013
Job Credit Analyst | Citywide Banks
Industry Financial Services
Experience
Citywide Banks June 2013 - Present
Innovest Portfolio Solutions January 2013 - June 2013
University of Denver August 2012 - June 2013
IPS Integrated Printing Solutions- Centennial, Co January 2009 - January 2013
WeCar- Denver, Co September 2011 - September 2012
Enterprise Holdings- Thornton, Co June 2011 - September 2012
TSN Investments July 2008 - February 2011
Skills
Social Media Marketing, Bloomberg, Microsoft Word, Microsoft Excel, PowerPoint, Economics, WACC, Time Value of Money, Communication, Team Leadership, Team-oriented, Customer Satisfaction, Sales, Presentations, Data Analysis, Teamwork, Program Management, Finance, Investments, Financial Modeling, Financial Analysis, Asset Management, Due Diligence, Training, Leadership
Education
University of Denver 2012 — 2013
MBA, Finance
University of Denver 2008 — 2012
BSBA, Management
Citywide Banks June 2013 - Present
Innovest Portfolio Solutions January 2013 - June 2013
University of Denver August 2012 - June 2013
IPS Integrated Printing Solutions- Centennial, Co January 2009 - January 2013
WeCar- Denver, Co September 2011 - September 2012
Enterprise Holdings- Thornton, Co June 2011 - September 2012
TSN Investments July 2008 - February 2011
Skills
Social Media Marketing, Bloomberg, Microsoft Word, Microsoft Excel, PowerPoint, Economics, WACC, Time Value of Money, Communication, Team Leadership, Team-oriented, Customer Satisfaction, Sales, Presentations, Data Analysis, Teamwork, Program Management, Finance, Investments, Financial Modeling, Financial Analysis, Asset Management, Due Diligence, Training, Leadership
Education
University of Denver 2012 — 2013
MBA, Finance
University of Denver 2008 — 2012
BSBA, Management
Brian Kinsella's Innovest Portfolio Solutions Experience May 2012 - July 2014
Job Director, Institutional Business Development at Causeway Capital Management LLC
Industry Financial Services
Experience
Causeway Capital Management LLC August 2014 - Present
Innovest Portfolio Solutions May 2012 - July 2014
GVC Capital LLC June 2011 - May 2012
SEI July 2007 - June 2010
Skills
Valuation, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Bloomberg, Marketing, Data Analysis, Business Strategy, Business Planning, Competitive Analysis, Asset Management, Equities, Strategic Planning, Business Development, Strategy, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Portfolio Management, Corporate Finance, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's Degree, Dual Major: Finance and Marketing
Malvern Prep 1999 — 2003
Causeway Capital Management LLC August 2014 - Present
Innovest Portfolio Solutions May 2012 - July 2014
GVC Capital LLC June 2011 - May 2012
SEI July 2007 - June 2010
Skills
Valuation, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Bloomberg, Marketing, Data Analysis, Business Strategy, Business Planning, Competitive Analysis, Asset Management, Equities, Strategic Planning, Business Development, Strategy, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Portfolio Management, Corporate Finance, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's Degree, Dual Major: Finance and Marketing
Malvern Prep 1999 — 2003
Cody Wilks's Innovest Portfolio Solutions Experience May 2014 - August 2014
Job Graduate University of Colorado at Denver
Industry Financial Services
Experience
Innovest Portfolio Solutions May 2014 - August 2014
Mellow Mushroom July 2013 - February 2014
Lifetime December 2012 - August 2013
Skills
Teamwork, Microsoft Word, Microsoft Office, Public Relations, Microsoft Excel, PowerPoint
Education
University of Colorado Denver 2010 — 2014
Bachelor's degree, Finance, General
University of Colorado Denver
Bachelor of Applied Science (BASc), Finance, General
Innovest Portfolio Solutions May 2014 - August 2014
Mellow Mushroom July 2013 - February 2014
Lifetime December 2012 - August 2013
Skills
Teamwork, Microsoft Word, Microsoft Office, Public Relations, Microsoft Excel, PowerPoint
Education
University of Colorado Denver 2010 — 2014
Bachelor's degree, Finance, General
University of Colorado Denver
Bachelor of Applied Science (BASc), Finance, General
Sergio Gutierrez's Innovest Portfolio Solutions Experience 2007 - 2008
Job
Industry Investment Banking
Experience
SDR Ventures, Inc January 2015 - Present
Linkmont Technologies, Inc. September 2009 - December 2014
Innovest Portfolio Solutions 2007 - 2008
Archdiocese of Denver 2003 - 2005
FEMA 2002 - 2003
U.S. Department of Commerce 2001 - 2002
Office of the Governor, State of Colorado 1999 - 2000
Education
University of Denver - Daniels College of Business
MBA
Northwestern University - Kellogg School of Management
Colorado Mesa University
BA
SDR Ventures, Inc January 2015 - Present
Linkmont Technologies, Inc. September 2009 - December 2014
Innovest Portfolio Solutions 2007 - 2008
Archdiocese of Denver 2003 - 2005
FEMA 2002 - 2003
U.S. Department of Commerce 2001 - 2002
Office of the Governor, State of Colorado 1999 - 2000
Education
University of Denver - Daniels College of Business
MBA
Northwestern University - Kellogg School of Management
Colorado Mesa University
BA
Elizabeth Patch Elizabeth Patch's Innovest Portfolio Solutions Experience January 2011 - June 2013
Job Program Coordinator at ACE Scholarships
Industry Nonprofit Organization Management
Experience
ACE Scholarships January 2015 - Present
Brixmor September 2013 - September 2014
Innovest Portfolio Solutions January 2011 - June 2013
Skills
Junxure, Microsoft Excel, Squarespace, Microsoft Office, Constant Contact, MyEmma, Social Media, Social Media Marketing, PowerPoint, Microsoft Word, Customer Service, Marketing, Outlook, Fashion, Mac, Wordpress, iContact, Mac OS X, Email Marketing, Marketing Communications, Tumblr, Time Management, Organization, Teamwork, Twitter, Facebook, Blogger, Business Development, Event Planning, Social Networking, CRM, Facebook Marketing, Nonprofits
Education
University of Denver 2010 — 2013
BA, International Studies
American University of Rome 2011 — 2011
Bachelor of Arts (B.A.), International Business, International Relations
Fashion Institute of Technology 2009 — 2010
Associate's degree, Fashion Merchandising
ACE Scholarships January 2015 - Present
Brixmor September 2013 - September 2014
Innovest Portfolio Solutions January 2011 - June 2013
Skills
Junxure, Microsoft Excel, Squarespace, Microsoft Office, Constant Contact, MyEmma, Social Media, Social Media Marketing, PowerPoint, Microsoft Word, Customer Service, Marketing, Outlook, Fashion, Mac, Wordpress, iContact, Mac OS X, Email Marketing, Marketing Communications, Tumblr, Time Management, Organization, Teamwork, Twitter, Facebook, Blogger, Business Development, Event Planning, Social Networking, CRM, Facebook Marketing, Nonprofits
Education
University of Denver 2010 — 2013
BA, International Studies
American University of Rome 2011 — 2011
Bachelor of Arts (B.A.), International Business, International Relations
Fashion Institute of Technology 2009 — 2010
Associate's degree, Fashion Merchandising
Robert Straus, CFA Robert Straus, CFA's Innovest Portfolio Solutions Experience March 2014 - February 2015
Job Securities Trading | Portfolio Management | Investment Consulting | Asset Allocation
Industry Financial Services
Experience
Innovest Portfolio Solutions March 2014 - February 2015
ICON Advisers January 2001 - February 2014
Meridian Investment Management 1996 - 2000
Schwab Advisor Services 1995 - 1996
Skills
Portfolio Management, Investment Consulting, Public Speaking, Asset Allocation, Mutual Funds, Investment Due Diligence, Investment Education, Equity Options, Equities, Investment Advisory..., Equity Trading, Fixed Income, Human Resources, Global Tactical Asset..., Charles River IMS, Morningstar, Factset, Technical Analysis, Performance Attribution, Investment Strategies, Risk Management, Capital Markets, Wealth Management..., Hedging, Investment Research, Options, Market Risk, Series 7, Series 65, Chartered Financial..., Team Management, Sales, Investment..., Sales Presentations, Separately Managed..., Asset Managment, Alternative Investments, Investment Management, Asset Management, Securities, Leadership, Investments
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Innovest Portfolio Solutions March 2014 - February 2015
ICON Advisers January 2001 - February 2014
Meridian Investment Management 1996 - 2000
Schwab Advisor Services 1995 - 1996
Skills
Portfolio Management, Investment Consulting, Public Speaking, Asset Allocation, Mutual Funds, Investment Due Diligence, Investment Education, Equity Options, Equities, Investment Advisory..., Equity Trading, Fixed Income, Human Resources, Global Tactical Asset..., Charles River IMS, Morningstar, Factset, Technical Analysis, Performance Attribution, Investment Strategies, Risk Management, Capital Markets, Wealth Management..., Hedging, Investment Research, Options, Market Risk, Series 7, Series 65, Chartered Financial..., Team Management, Sales, Investment..., Sales Presentations, Separately Managed..., Asset Managment, Alternative Investments, Investment Management, Asset Management, Securities, Leadership, Investments
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Steven Karsh Steven Karsh's Innovest Portfolio Solutions Experience August 2002 - Present
Job Partner Director, Capital Markets
Industry Investment Management
Experience
Innovest Portfolio Solutions August 2002 - Present
Redstone Capital 1999 - 2002
Innovest Portfolio Solutions 1996 - 1999
Boston Co. 1995 - 1996
Fidelity Investments 1994 - 1995
Shetland 1993 - 1994
Cambridge Associates 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Investments, Hedge Funds, Due Diligence, Asset Allocation, Private Equity, Asset Management, Capital Markets, Equities, Fixed Income, Financial Modeling, Securities, Risk Management, Financial Analysis, Customer Relations, Strategic Planning, Business Strategy, Negotiation, Product Development, Trading, Research, Venture Capital, Real Estate, Financial Planning, Excel, New Business Development, Business Planning, Team Building, Microsoft Office, Process Improvement, Wealth Management, Financial Markets, Derivatives, Institutional..., Mutual Funds, Investment Strategies, Customer Service
Education
The George Washington University 1984 — 1991
MBA, Finance & Investments
The George Washington University - School of Business 1984 — 1988
BA, Business Economics & Public Policy
Innovest Portfolio Solutions August 2002 - Present
Redstone Capital 1999 - 2002
Innovest Portfolio Solutions 1996 - 1999
Boston Co. 1995 - 1996
Fidelity Investments 1994 - 1995
Shetland 1993 - 1994
Cambridge Associates 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Investments, Hedge Funds, Due Diligence, Asset Allocation, Private Equity, Asset Management, Capital Markets, Equities, Fixed Income, Financial Modeling, Securities, Risk Management, Financial Analysis, Customer Relations, Strategic Planning, Business Strategy, Negotiation, Product Development, Trading, Research, Venture Capital, Real Estate, Financial Planning, Excel, New Business Development, Business Planning, Team Building, Microsoft Office, Process Improvement, Wealth Management, Financial Markets, Derivatives, Institutional..., Mutual Funds, Investment Strategies, Customer Service
Education
The George Washington University 1984 — 1991
MBA, Finance & Investments
The George Washington University - School of Business 1984 — 1988
BA, Business Economics & Public Policy
Ryan Tucci, AIF®'s Innovest Portfolio Solutions Experience April 2014 - Present
Job Manager at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions April 2014 - Present
Innovest Portfolio Solutions January 2014 - April 2014
InSight Employee Benefit Communications January 2010 - December 2013
Vanguard June 2006 - February 2010
Vanguard April 2004 - June 2006
Skills
401k, Retirement Planning, Retirement, Employee Benefits, Asset Allocation, CRM, Customer Service, ERISA, Retirement Plan..., Due Diligence, Defined Contribution, Benefits Administration, Business Planning, Plan Design, Plan Administration, 401(a), 457 Plans, RFP Design, RFP Generation, RFI, Fiduciary Services, Process Improvement, Process Management, Business Writing, Writing, Problem Solving, Defined Benefit, Customer Relations, Mutual Funds
Education
Arizona State University 2000 — 2003
Integrated Studies, International Business & Italian
Innovest Portfolio Solutions April 2014 - Present
Innovest Portfolio Solutions January 2014 - April 2014
InSight Employee Benefit Communications January 2010 - December 2013
Vanguard June 2006 - February 2010
Vanguard April 2004 - June 2006
Skills
401k, Retirement Planning, Retirement, Employee Benefits, Asset Allocation, CRM, Customer Service, ERISA, Retirement Plan..., Due Diligence, Defined Contribution, Benefits Administration, Business Planning, Plan Design, Plan Administration, 401(a), 457 Plans, RFP Design, RFP Generation, RFI, Fiduciary Services, Process Improvement, Process Management, Business Writing, Writing, Problem Solving, Defined Benefit, Customer Relations, Mutual Funds
Education
Arizona State University 2000 — 2003
Integrated Studies, International Business & Italian
Christian O'Dwyer's Innovest Portfolio Solutions Experience September 2014 - Present
Job Analyst at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions September 2014 - Present
Spot Trading LLC July 2008 - February 2014
Smith Barney 2007 - 2007
Skills
Options, Trading, Proprietary Trading, Equities, Derivatives, Bloomberg, Equity Derivatives, Hedge Funds, Electronic Trading, Trading Systems, Equity Trading, Hedging, Commodity, Financial Markets, Volatility, Quantitative Finance, Alternative Investments, Capital Markets, ETFs, Investments, Portfolio Management, Securities
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Regis Jesuit High School
Innovest Portfolio Solutions September 2014 - Present
Spot Trading LLC July 2008 - February 2014
Smith Barney 2007 - 2007
Skills
Options, Trading, Proprietary Trading, Equities, Derivatives, Bloomberg, Equity Derivatives, Hedge Funds, Electronic Trading, Trading Systems, Equity Trading, Hedging, Commodity, Financial Markets, Volatility, Quantitative Finance, Alternative Investments, Capital Markets, ETFs, Investments, Portfolio Management, Securities
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Regis Jesuit High School
Peter Mustian Peter Mustian's Innovest Portfolio Solutions Experience October 2009 - Present
Job Director and Principal at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions October 2009 - Present
Innovest Portfolio Solutions 2006 - 2009
Innovest Portfolio Solutions 2004 - 2006
UBS Financial Services 2003 - 2004
Skills
Investment Research, Asset Managment, Asset Allocation, Investment Strategies, Alternative Investments, Investment Companies, Wealth Management, Due Diligence, Family Office, High Net Worth..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth Management..., Tactical Asset..., Investments, Economics, Capital Markets, Equity Research Analysis, Mutual Funds, Hedge Funds, Trading, Equities
Education
Colorado State University 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance
Innovest Portfolio Solutions October 2009 - Present
Innovest Portfolio Solutions 2006 - 2009
Innovest Portfolio Solutions 2004 - 2006
UBS Financial Services 2003 - 2004
Skills
Investment Research, Asset Managment, Asset Allocation, Investment Strategies, Alternative Investments, Investment Companies, Wealth Management, Due Diligence, Family Office, High Net Worth..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth Management..., Tactical Asset..., Investments, Economics, Capital Markets, Equity Research Analysis, Mutual Funds, Hedge Funds, Trading, Equities
Education
Colorado State University 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance
Caitlin Markel's Innovest Portfolio Solutions Experience August 2010 - Present
Job Manager at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions August 2010 - Present
Young Men's Christian Association January 2008 - May 2010
Bank of Atchison May 2009 - August 2009
Community National Bank May 2008 - August 2008
Skills
Portfolio Center Expert, Customer Service, Custodial Integrator, Research, Accounting, Investments, Microsoft Excel, Microsoft Word, Portfolio Management, Management, Microsoft Office
Education
Benedictine College 2006 — 2010
BA, Mathematics and Finance
Innovest Portfolio Solutions August 2010 - Present
Young Men's Christian Association January 2008 - May 2010
Bank of Atchison May 2009 - August 2009
Community National Bank May 2008 - August 2008
Skills
Portfolio Center Expert, Customer Service, Custodial Integrator, Research, Accounting, Investments, Microsoft Excel, Microsoft Word, Portfolio Management, Management, Microsoft Office
Education
Benedictine College 2006 — 2010
BA, Mathematics and Finance
Spencer Fronk Spencer Fronk's Innovest Portfolio Solutions Experience May 2012 - August 2012
Job Student at University of Denver
Industry Venture Capital & Private Equity
Experience
SwimLabs Franchise September 2014 - Present
SwimLabs Swim School 2014 - 2015
SwimLabs Swim School 2014 - 2015
Denison University May 2013 - May 2014
Global Gallery May 2013 - August 2013
Innovest Portfolio Solutions May 2012 - August 2012
Education
University of Denver 2014 — 2015
Master's degree, Finance, General
Denison University 2010 — 2014
Bachelor of Arts (BA), Economics, English, 3.80
SwimLabs Franchise September 2014 - Present
SwimLabs Swim School 2014 - 2015
SwimLabs Swim School 2014 - 2015
Denison University May 2013 - May 2014
Global Gallery May 2013 - August 2013
Innovest Portfolio Solutions May 2012 - August 2012
Education
University of Denver 2014 — 2015
Master's degree, Finance, General
Denison University 2010 — 2014
Bachelor of Arts (BA), Economics, English, 3.80
Brian Cunningham Brian Cunningham's Innovest Portfolio Solutions Experience July 1996 - September 2007
Job Private Investor
Industry Investment Management
Experience
361 Capital LLC 2001 - December 2014
Innovest Portfolio Solutions July 1996 - September 2007
Dain Rauscher 1990 - June 1996
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Asset Management
Education
Colorado State University 1980 — 1984
BS, Business Administration
361 Capital LLC 2001 - December 2014
Innovest Portfolio Solutions July 1996 - September 2007
Dain Rauscher 1990 - June 1996
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Asset Management
Education
Colorado State University 1980 — 1984
BS, Business Administration
Paula Scanland's Innovest Portfolio Solutions Experience January 1996 - February 1997
Job Author "A Suffering Heart"
Industry Writing and Editing
Experience
Paula J Scanland April 2012 - Present
Susan N Janulewicz, LLC February 2010 - August 2012
OutYaGo Mountain Gear August 2007 - December 2009
KWW Designs, LLC2009 January 2009 - November 2009
Laugh and Learn Productions March 2003 - December 2006
SunGard March 1997 - August 1999
Innovest Portfolio Solutions January 1996 - February 1997
Lipper November 1994 - December 1995
Accord Medical Centers January 1993 - January 1994
Hannah Investment Company March 1990 - November 1992
Skills
Training, Newsletters, Analysis, Outlook, Customer Service, Editing, Marketing, Sales, Accounting, Software Documentation, Research, Public Speaking, Management, Public Relations, Nonprofits, Social Media
Education
University of Colorado Denver 1992 — 1995
Masters, Finance
University of Northern Colorado and Metropolitan State College 1968 — 1971
B.A, English
Paula J Scanland April 2012 - Present
Susan N Janulewicz, LLC February 2010 - August 2012
OutYaGo Mountain Gear August 2007 - December 2009
KWW Designs, LLC2009 January 2009 - November 2009
Laugh and Learn Productions March 2003 - December 2006
SunGard March 1997 - August 1999
Innovest Portfolio Solutions January 1996 - February 1997
Lipper November 1994 - December 1995
Accord Medical Centers January 1993 - January 1994
Hannah Investment Company March 1990 - November 1992
Skills
Training, Newsletters, Analysis, Outlook, Customer Service, Editing, Marketing, Sales, Accounting, Software Documentation, Research, Public Speaking, Management, Public Relations, Nonprofits, Social Media
Education
University of Colorado Denver 1992 — 1995
Masters, Finance
University of Northern Colorado and Metropolitan State College 1968 — 1971
B.A, English
Gina Hackett-Champ's Innovest Portfolio Solutions Experience July 2011 - Present
Job Marketing Manager at Innovest Portfolio Solutions
Industry Investment Management
Experience
Innovest Portfolio Solutions July 2011 - Present
OppenheimerFunds April 2010 - July 2011
Invesco Aim 2006 - 2009
Invesco 1997 - 2006
INVESCO FUNDS GROUP 1999 - 2004
Education
Regis University 1993 — 1997
BA, English Literature
Regis University
MA, Adult Education/Training
Innovest Portfolio Solutions July 2011 - Present
OppenheimerFunds April 2010 - July 2011
Invesco Aim 2006 - 2009
Invesco 1997 - 2006
INVESCO FUNDS GROUP 1999 - 2004
Education
Regis University 1993 — 1997
BA, English Literature
Regis University
MA, Adult Education/Training