Page 474 - DCAC February 2024 Files

Around the Firm

Promotions & Team Updates fundraising jobs in his article “The End of Traditional Fundraising Jobs
We are excited to announce the addition of exceptional talent to our and What to Do About It,” recently published by NonprofitPRO.
team! Firstly, we welcome Tomas Jansson, our new Vice President and Service
Consultant on the Retirement Plan Practice Group. Tomas brings more Innovest actively volunteers to support impactful organizations. This
than two decades of experience in optimizing company-sponsored quarter, Innovest partnered with Brothers Redevelopment, Inc., an
retirement plans. In addition, Christian O’Dwyer, CFA, returns to organization that offers affordable housing solutions for low income,
Innovest as a Principal. Christian, with a wealth of experience acquired elderly, and disabled residents, to complete a “Paint-a-thon.” We also
during his previous five-year tenure at Innovest and roles at UBS participated in the Denver Public Schools Foundation Back to School
Financial Services and BOK Financial, will guide families, foundations, Bash 2023, where Innovest employees cleaned up a pavilion at a local
endowments, and nonprofits in investment strategy and financial elementary school. Finally, our team worked alongside Habitat for
planning. Next up, Analyst Assistant, John Walsh, joins the team. Humanity of Metro Denver, to assist in the construction of a home. At
John is a graduate in finance and business analytics from Santa Clara Innovest, we prioritize providing our employees with opportunities to
University. Finally, we welcome Analyst Assistant Austin Cleveland, actively engage with and serve our community.
a University of Missouri alum with degrees in finance and French.
Welcome aboard, Tomas, Christian, John, and Austin!

School is back in session, and our Arrupe interns have returned to the
office. We are thrilled to have Angel (senior), Osmar (junior), Diego Conferences, Speaking, Events, & Sponsorships
(sophomore), and David (freshman) in our office this year!
Innovest proudly supports community initiatives, emphasizing our
Lastly, we would like to recognize the outstanding individuals on our commitment to social responsibility. We sponsored Sam’s Supper, a
team who embody our core mission of stewardship. In June, Sydney fundraiser for Samaritan House at Mile High Station on September
Aeschlimann and Joanne Cinalli, CPFA™ received the Service to Others 16th. Additionally, we were honored sponsors of the Focus on Finance
monthly award, in July, the honor went to Lori Foster, in August, to Gala with Economic Literacy Colorado on October 19th. Innovest
Christine Hudek, and in September to Tracey Blackford. They inspire also proudly supported the Dig Deep Community Block Party at
our team with their steadfast dedication to our core values. DIRT Coffee in Littleton, CO. DIRT actively addresses neurodivergent
Awards & Publications employment disparities by collaborating with individuals, employers,

Principal Sloan Smith, CAIA, MBA, CPWA®, recently shared his and communities. Through training and support, they foster inclusive
thoughts on “Private Debt – The Appeal After Bank Failures” in Advisor workplaces, promoting the hiring, promotion, and retention of
Perspectives. Vice President Frank Cornett, CFP®, provided a deep dive neurodivergent individuals and enhancing organizational culture.
into the dynamics of cyclical markets with his article “What Cyclical Finally, Innovest’s Sloan Smith gave the Economic Update for AmPhil’s
Markets Mean For Clients,” featured in Financial Advisor. Finally, Office Hours webinar on August 29th, discussing the projections of the
Vice President Paul D’Alessandro explored the changing landscape of world economy and financial markets for the next five to ten years.

6 / FALL 2023 FALL 2023 / 7