undergraduate degree at Harvard University and received an MBA from the Tuck. School ... also named a top defined contri
AROUND THE FIRM RECENT INNOVEST EVENTS This quarter Innovest welcomed Vice President and Consultant Kristy LeGrande. She is a member of the Investment Committee, which drives the firm’s investment research and due diligence. Kristy has 20 years of experience in the investment industry. She joins us from Cambridge Associates where she was a Director. Kristy completed her undergraduate degree at Harvard University and received an MBA from the Tuck Vice President Kristy LeGrande
School of Business at Dartmouth College. She is also a CFA charterholder.
Also, Cos Braswell, a student at the University of Denver, is interning with the firm. He is a junior studying finance and entrepreneurship. At the end of September, Innovest hosted a party for Principal Donna Patch, who retired after 13 years with the firm. Best wishes to Donna in her new chapter. This fall, Innovest employees volunteered at GrowHaus, a nonprofit organization that grows produce, distributes food and teaches Denver residents about healthy living. Volunteers packed boxes of fresh food. CEO Richard Todd was selected as a finalist for Colorado
Biz Magazine’s outstanding CEOs of 2017. Innovest was also named a top defined contribution advisor firm by The National Association of Plan Advisors (NAPA). The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under
Innovest employees volunteer at GrowHaus
advisement. Analyst Abigail Thomas’ article “Active-choice: An enrollment alternative worth considering” was published in Employee Benefit Adviser. Additionally, President Wendy Dominguez earned the distinction of being named one of three finalists for the Denver Business Journal’s Outstanding Women in Business in the finance and banking category. On Thursday, December 7, Innovest will partner with EKS&H to host the Rocky Mountain Benefits Plans Conference at CU South Denver (formerly the Wildlife Experience). The conference features speakers from several companies including Innovest, ES&H, Sherman and Howard, the Securities Exchange Commission and Empower. CPE credits are available. The cost is $95 per person for the all-day event. For information please contact Whitney Wilkinson at
[email protected], or 303-694-1900 extension 331.
