Rich is the CEO and Co-Founder of Innovest Portfolio Solutions. He has more than 30 years of experience in investment consulting and currently provides consulting services to both institutions and families. Rich has been named as one of America’s top 100 independent investment advisors by Barron’s and was selected a 2017 outstanding CEO by ColoradoBiz magazine. He earned the Certified Investment Management Consultant (CIMC) designation from the Institute for Investment Management Consultants Association. Rich has a business finance degree from Western Colorado University.
Rich 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. He 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, Chief Executive, and PLANSPONSOR. 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, a Catholic organization fostering business ethics. He was appointed by Governor Hickenlooper to serve on the Western Colorado University Board of Trustees in 2018. Rich is also a member of Colorado Concern, an organization of influential Colorado CEOs committed to enhancing and protecting the business climate in Colorado.
He was formerly on the finance council for Our Lady of Loreto Catholic Parish and he served on the Investment Committee of Regis Jesuit High School Foundation. He is also a member of the Philanthropy Roundtable and is on the board of Regents for the Augustine Institute. In addition, he is the Past Vice Chairman of Seeds of Hope Charitable Trust, an organization that provides Catholic education opportunities to at-risk children, as well as the Past Chairman of Families of Character, a national organization that helps parents raise children with strong character and moral integrity. Rich is also a member of the Arrupe Jesuit High School Board of Trustees. Rich and his wife Joanie have been married for more than 35 years and have two children, Alex and Reagan, and their first grandchild, Sophia Rose.