Page 499 - DCAC Feb 2026 Files

Around the Firm

Progressions & Team Updates Awards & Publications
As we close the final quarter of 2025 and celebrate our best year ever, Innovest was named a “Best Place to Work” by Pensions & Investments for
Innovest is proud to share several team highlights that reflect our continued the 11th time in 12 years, highlighting our team’s dedication and commitment
commitment to excellence and stewardship. to a supportive and collaborative work environment. We were also ranked
among the top 25 Corporate Philanthropists in the Denver area by the Denver
Congratulations to our newly promoted colleagues:
Business Journal for 2024.
Joe Lemming – Vice President, Consultant
Principal Sloan Smith, was highlighted in Advisor Perspective with this article, “Is the
Christine Hudek – Vice President Growth of Evergreen Funds Good or Bad for Private Markets?” Principal and COO,
Cheryl Wilks – Associate Consultant Peter Mustian offered timely insights into today’s credit environment in Financial
Sydney Aeschlimann – Associate Consultant Advisor Magazine with his article, “Why Credit Markets Warrant Caution.”
Natalie Miller – Associate Consultant Service To Others
Abigail Thomas – Senior Manager Innovest was proud to participate in Colorado Gives Day, reinforcing our
Christine Fuhrman – Manager ongoing commitment to service and community engagement. Team members
volunteered with Christ in the City, serving lunch to individuals experiencing
John Brock – Manager of IT homelessness, and supported the Little Flower Assistance Center through
Taylor Smith – Lead Senior Analyst the annual Joy Drive by collecting supplies and gifts for families in Aurora,
Denise Rice – Senior Analyst Montbello, and Green Valley Ranch. Employees also volunteered at the
Denver Santa Claus Shop, helping provide “A Toy for Every Girl & Boy.”
Parker Cadieux – Analyst
In addition to these service efforts, Innovest invested in the next generation
Sydney Armstrong – Analyst
by hosting a Shadow Day for five Regis Jesuit High School students, offering
We also celebrate Joe Lemming on earning his CFP® designation and Ian insight into careers in finance. Team members also volunteered with Junior
Gilbert successfully completing level III of the CFA Program. Denise Rice, Taylor Achievement USA to support W.C. Hinkley High School students participating
Lupica, and Parker Cadieux were recognized with Innovest’s Monthly Service in the Dream Accelerator program.
to Others Award for their outstanding dedication to their colleagues.
Conferences, Speaking Engagements, Webinars, and Sponsorships
Annual Awards In November, we attended and sponsored the Colorado Government Finance
Each year, Innovest recognizes employees who exemplify our values and make Officers Association (CGFOA) Conference. Innovest co-hosted the Navigating
a meaningful impact on our firm. We are grateful for the dedication, growth, Markets, Policy, and Nonprofit Priorities Virtual Nonprofit Conference, where
and leadership our team brings to Innovest and are proud to recognize this Principal Christian O’Dwyer, CFA, presented an Economic Update. Principal
year’s award recipients. Sarah Newman and CEO Richard Todd attended the Givers, Thinkers, and
• 212 Degree Award – Awarded to the person who best exemplifies giving Doers conference in Phoenix.
the extra effort to push something forward: Brian Curran and Taylor Smith This quarter, Innovest participated in various wellness, career, and city fairs,
• Yearly Service to Others – Awarded for consistently demonstrating where we provided financial wellness advice. Innovest also proudly sponsored
outstanding service to others within the firm: Marisa Joseph and and attended the Junior League of Denver Mile High Holiday Mart as well as the
Christine Fuhrman State Financial Officers Foundation’s Fall Meeting. We also sponsored the 2025
• William Fender Mentorship Award – Awarded to the person who Weld Legacy Foundation Gala, supporting the foundation’s work to increase the
demonstrates outstanding mentorship: Abigail Thomas capacity of health and education-focused nonprofits in Weld County.
• Founders Award – Awarded to the person who best exemplifies our Continuing our commitment to financial education, Innovest hosted several
founding values: Sarah Newman webinars. Jared Martin and Rick Rodgers partnered with Dimensional Fund
Advisors for an engaging discussion about Investment Management Rooted in
Financial Science. In another session, Rick Rodgers and Tomas Jansson shared
practical insights in “7 Common Mistakes Employers Make with 401(k) Plans.”
Principals
Richard Todd, CEO
Wendy Dominguez, President
Bill Fender
Peter Mustian, COO
At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful Garry Beaulieu
Gordon Tewell
stewards responsible for our clients, professionals, and community. Nancy Swanson
Kristy LeGrande
Jared Martin
A house divided cannot stand. Nevertheless, most financial investment houses try to do exactly that. They serve more than one master. We serve Sloan Smith, Director
only our clients. Our interests and the interests of our clients are one. Serving clients in this undivided way is at the heart of our founding. Rick Rodgers
Pam Cruz
Colorado • California • Florida | www.innovestinc.com | 303.694.1900 Troy Jensen
Christian O’Dwyer
Disclosure Kathy Lalone
Innovest is an independent Registered Investment Adviser registered with the Securities and Exchange Commission. The material herein has been prepared for informational purposes only and is not Kyli M. Soto
intended to provide, and should not be relied on for investment, tax, accounting, or legal advice. No representation is being made as to whether any investment product, strategy, or security is suitable Sarah Newman
or appropriate for an investor’s particular circumstances. Assumptions, opinions, and forecasts herein constitute our judgment and are subject to change without notice. Dustin Roberts
Frank Cornett
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