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Rick Rodgers
Mitglied des Investmentausschusses bei Innovest Portfolio Solutions LLC
Profil
Mr. Richard A.
Rodgers is Principal & Director at Innovest Portfolio Solutions LLC.
He is a member of the firm’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for the firm's retirement plan clients.
He is also a member of the firm’s Investment Committee, which makes decisions on investment related research and due diligence.
With over 30 years of experience working as a consultant and educator to public and private-sector retirement plans, he offers clients a rich perspective of the firm’s continual effort to improve the design and effectiveness of their defined contribution and defined benefit retirement plans.
He is a member of the National Association of Government Defined Contribution Administrators, Society of Human Resource Managers, and currently serves as Chairman of the Board for the Colorado Public Plan Coalition.
Prior to Innovest, Mr. Rodgers was co-founder and CEO of InSight Employee Benefit Communications, which merged with Innovest in 2014.
He also served as director of marketing & client services for the Colorado County Officials and Employees Retirement Association.
He was formerly a managing area director with Nationwide Retirement Solutions, and worked with the State of Florida Deferred Compensation Program prior to relocating to Colorado in 1991.
Mr. Rodgers has earned the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst designations from the University of Pittsburgh, Joseph M.
Katz Graduate School of Business, and has received formal training in investment fiduciary responsibility assessment.
Aktive Positionen von Rick Rodgers
Unternehmen | Position | Beginn |
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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. | Mitglied des Investmentausschusses | 01.02.2006 |
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Private Unternehmen | 1 |
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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. | Finance |