Biography at a Glance
Wendy is the president and co-founder of Innovest Portfolio Solutions. She has more than 25 years of experience in the investment consulting profession. Her clients include some of the largest public and private sector retirement plans in the Western United States, as well as many large nonprofits and wealthy families. She is a member of Innovest’s Investment Committee, which makes decisions on investment related research and due diligence. Additionally, she leads Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for their retirement plan clients.
In 2014, Wendy was named one of the 20 Most Influential Women in Benefit Advising in the nation by Employee Benefit Adviser. Finally, Wendy has been designated as one of the Financial Times’ Top 100 Women Financial Advisors.
- MBA, University of Denver
- BS, Finance, University of Denver