Chief Operating Officer
Rich is the CEO and co-founder of Innovest Portfolio Solutions LLC. He is a member of Innovest’s Investment Committee, which makes decisions on investment related research and due diligence. He has more than 28 years of experience in investment consulting and currently provides consulting services to both institutions and families.
Rich has earned the Certified Investment Management Consultant (CIMC) designation from the Institute for Investment Management Consultants. He has a business degree from Western State College. He is a Registered Fiduciary™, earned through Strategic Ethos and Dalbar, Inc., in conjunction with the Foundation for Fiduciary Studies at the University of Pittsburgh's Katz Graduate School of Business. This designation represents Rich's commitment to acting in the best interest of clients.
Rich has been a frequent author on fiduciary and investment related matters. He has been a columnist for the Denver Business Journal and has been published in Financial Advisor Magazine, Private Asset Management, Defined Contribution News, On Wall Street, Journal of Compensation and Benefits, Colorado Society of CPA’s News Account, Registered Rep, Pensions & Investments, The Denver Post, Accounting Today, and PLANSPONSOR. Rich also wrote a chapter in The World of Money Management, a 380-page compendium of scholarly research, opinions and information developed by many of the top investment industry professionals. Additionally, Rich has been a guest lecturer at several conferences in Colorado and Rocky Mountain Region and across the nation.
Rich has served the community as former President of Legatus of Colorado, an organization fostering business ethics. Rich is a member of The 100 Club of Denver, which provides financial support to the families of police and firefighters who are under stress. He was formerly on the finance council for Our Lady of Loreto Catholic Parish and he serves on the Investment Committee of Regis Jesuit High School Foundation. He is also a member of the Philanthropy Roundtable. In addition, he is the Past Vice Chairman of Seeds of Hope Charitable Trust, an organization that provides educational opportunities to at-risk children, as well as the Vice Chair of Families of Character, a national organization that helps parents raise children with strong character and moral integrity. He is also a trustee of Colorado Family Action, a non-profit organization that promotes tenets of faith, family and religious freedom. Rich is also a member of the Arrupe Jesuit High School Board of Trustees. Arrupe is a member of the Cristo Ray Network, a consortium of inner city religious schools that provide a college preparatory education to disadvantaged youth through a corporate work-study program providing tuition assistance. Rich and his wife Joanie have been married for more than 30 years and have two children, Alex and Reagan.