Sloan Smith
Analyst-Equity at Innovest Portfolio Solutions LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rich Todd | M | - |
Innovest Portfolio Solutions LLC
 Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 28 years |
| Wendy Dominguez | F | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 28 years |
| Steve Karsh | M | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 22 years |
| Robert Bernhard | M | 71 |
University of Notre Dame
| 17 years |
| Garry Albert Beaulieu | M | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | - |
| Michael L'Estrange | M | 72 |
University of Notre Dame
| 10 years |
| Bill Fender | M | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 28 years |
| Clare Richer | F | 65 |
University of Notre Dame
| 9 years |
| Michael Francis Quinlan | M | - |
University of Notre Dame
| 16 years |
| Gordon Kennedy Tewell | M | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 17 years |
| Rick Rodgers | M | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 18 years |
| Kathy Lalone | F | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | - |
| Marty Rodgers | M | - |
University of Notre Dame
| 10 years |
| Abigail Kathleen Thomas | F | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 8 years |
| Jared Martin | M | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Christian O'dwyer | M | - |
University of Notre Dame
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 10 years |
| Nick Rotello | M | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 2 years |
| Michael D. Murphy | M | 42 |
University of Notre Dame
| 5 years |
| Bethany Guerin | F | - |
University of Notre Dame
| 5 years |
| David Olivencia | M | - |
University of Notre Dame
| 13 years |
| Brian Reynolds | M | - |
University of Notre Dame
| 5 years |
| Nan Sun | M | 43 |
University of Notre Dame
| 7 years |
| Scott Middleton | M | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 16 years |
| Tarun Talwar | M | 42 |
University of Notre Dame
| 5 years |
| Mike Bott | M | - |
University of Notre Dame
| 7 years |
| Molly Iarocci | F | - |
University of Notre Dame
| 6 years |
| Sam Chen | M | - |
University of Notre Dame
| 1 years |
| Dan Finan | M | - |
University of Notre Dame
| 5 years |
| Joe Hagan | M | - |
University of Notre Dame
| 5 years |
| Sean Colleran | M | - |
University of Notre Dame
| 5 years |
| Tony J. Schiazza | M | - |
University of Notre Dame
| 4 years |
| Ryan Euell | M | - |
University of Notre Dame
| 5 years |
| Bethany O'Hanlon | F | - |
University of Notre Dame
| 5 years |
| Brian Green | M | - |
University of Notre Dame
| 10 years |
| Andrew E. Winslow | M | - |
University of Notre Dame
| 4 years |
| Courtney M. Weber | F | - |
University of Notre Dame
| 5 years |
| John David Crowther | M | - |
University of Notre Dame
| 6 years |
| Doyle Mick | M | - |
University of Notre Dame
| 4 years |
| Conor Hogan | M | - |
University of Notre Dame
| 4 years |
| Andrew Hill | M | - |
University of Notre Dame
| 2 years |
| Jacob Vila | M | - |
University of Notre Dame
| 4 years |
| Maddie Gaugler | F | - |
University of Notre Dame
| 4 years |
| Kevin Kussmann | M | - |
University of Notre Dame
| 4 years |
| Giulia Merla | F | - |
University of Notre Dame
| 4 years |
| Barry Kessler | M | - |
University of Notre Dame
| 2 years |
| JR Garcia | M | - |
University of Notre Dame
| 4 years |
| Therese C. Messina | F | - |
University of Notre Dame
| 4 years |
| Rafael Campos | M | - |
University of Notre Dame
| 4 years |
| Mark Dahl | M | - |
University of Notre Dame
| 4 years |
| Gerry Kelliher | M | - |
University of Notre Dame
| 4 years |
| Stickley Larry | M | - |
University of Notre Dame
| 4 years |
| Torres Gabriel | M | - |
University of Notre Dame
| 4 years |
| David Tran | M | - |
University of Notre Dame
| 2 years |
| Joe Helms | M | - |
University of Notre Dame
| 4 years |
| Megan McKillen | F | - |
University of Notre Dame
| 4 years |
| Laura Fox | F | - |
University of Notre Dame
| 4 years |
| John B. Sexton | M | 28 |
University of Notre Dame
| 4 years |
| Elizabeth Luciano | F | - |
University of Notre Dame
| 4 years |
| ANDREW SETER | M | - |
University of Notre Dame
| 4 years |
| Andrew Heinlein | M | - |
University of Notre Dame
| 4 years |
| John Zic | M | - |
University of Notre Dame
| 4 years |
| Colin Falls | M | - |
University of Notre Dame
| 4 years |
| Andrew Bell | M | - |
University of Notre Dame
| 4 years |
| Caroline Gash | F | - |
University of Notre Dame
| 4 years |
| Roberto Norton | M | - |
University of Notre Dame
| 4 years |
| Cecelia Crossen | F | - |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | 2 years |
| Amy M. Teske | F | - |
University of Notre Dame
| 4 years |
| Michael Timothy Wu | M | - |
University of Notre Dame
| 4 years |
| Tom Mahoney | M | - |
University of Notre Dame
| 4 years |
| Nate Bard | M | 41 |
University of Notre Dame
| 2 years |
| Donald Reed | M | - |
University of Notre Dame
| 4 years |
| Adam Reeves | M | - |
University of Notre Dame
| 4 years |
| Ryan Sundby | M | - |
University of Notre Dame
| 4 years |
| Matthew Kinsella | M | - |
University of Notre Dame
| 4 years |
| Patrick Bernard Donnelly | M | - |
University of Notre Dame
| 4 years |
| Steve Roszak | M | - |
University of Notre Dame
| 4 years |
| Brian Lasky | M | - |
University of Notre Dame
| 4 years |
| Brendan Barrett | M | 38 |
University of Notre Dame
| 4 years |
| Dwight Stephenson | M | - |
University of Notre Dame
| 4 years |
| Matthew Puglisi | M | - |
University of Notre Dame
| 4 years |
| Santiago Montoya | M | - |
University of Notre Dame
| 4 years |
| Joseph Edward Recendez | M | - |
University of Notre Dame
| 2 years |
| Mike Cikos | M | - |
University of Notre Dame
| 4 years |
| Ryan Lynch | M | - |
University of Notre Dame
| 4 years |
| Christopher Tillett | M | - |
University of Notre Dame
| 4 years |
| Peter O'Malley | M | - |
University of Notre Dame
| 5 years |
| Laura Hanley | F | - |
University of Notre Dame
| 4 years |
| Brandon Hall | M | - |
University of Notre Dame
| 4 years |
| Mark Andrew Zepf | M | - |
University of Notre Dame
| 4 years |
| Gale Bowman | F | - |
University of Notre Dame
| 4 years |
| Kevin Archer | M | - |
University of Notre Dame
| 4 years |
| Matthew Chronert | M | - |
University of Notre Dame
| 4 years |
| Guillermo Zambrano Gutiérre | M | - |
University of Notre Dame
| 4 years |
| Justin Alanís | M | - |
University of Notre Dame
| 4 years |
| Cooper Howes | M | - |
University of Notre Dame
| 4 years |
| Eric Christiansen | M | - |
University of Notre Dame
| 4 years |
| Peirce Sullivan | M | - |
University of Notre Dame
| 4 years |
| Brian R. Arena | M | - |
University of Notre Dame
| 4 years |
| Andrew Eggert | M | - |
University of Notre Dame
| 4 years |
| Daniel Lewis | M | - |
University of Notre Dame
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Sloan Smith
- Personal Network
