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Gordon Kennedy Tewell
Membro del Comitato di Investimento presso Innovest Portfolio Solutions LLC
Profilo
Mr. Gordon K.
Tewell, CFA, is a Principal at Innovest Portfolio Solutions LLC.
He joined the firm in 2007.
He is a consultant, member of the firm’s Investment Committee and also a member of the firm’s Retirement Plan Practice Group.
He has over 20 years of retirement plan industry experience.
At the firm, he provides institutional consulting services to committees and boards of various types of retirement plans, both corporate and public-sector.
His responsibilities include consulting on plan design and features, plan health and retirement readiness, fiduciary responsibilities and protection, plan benchmarking, vendor search analysis, and investment menu design and implementation.
He is also an Enrolled Retirement Plan Agent.
He is a member of ASPPA, the Denver Chapter of the Western Pension and Benefits Conference and a founding Board member of the Colorado Public Plan Coalition.
Prior to joining Innovest, Mr. Tewell worked for the Retirement Group at Merrill Lynch as a relationship manager.
His experience also includes working as a plan sponsor as the administrator of the City of Westminster Pension Plans.
He was responsible for all aspects of the City’s five retirement plans.
His responsibilities included planning, developing and delivering the education and communication programs, vendor selection and relationship management, strategic planning, and all compliance functions including maintenance of the plan document and IRS filings.
Mr. Tewell is a graduate of Colorado State University, graduating with a Bachelor of Science degree in economics.
He is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Colorado.
Additionally, he has received the Qualified 401(k) Administrator, Qualified Pension Administrator and Certified Pension Consultant designations from the American Society of Pension Professionals and Actuaries.
Posizioni attive di Gordon Kennedy Tewell
Società | Posizione | Inizio |
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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. | Membro del Comitato di Investimento | 01/01/2007 |
Formazione di Gordon Kennedy Tewell
Colorado State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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 |
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