Jared Martin

Jared Martin

Membro del Comitato di Investimento presso Innovest Portfolio Solutions LLC

Finance
Consumer Services

Profilo

Mr. Jared Martin is Principal at Innovest Portfolio Solutions LLC.
He is a consultant at the firm, and is a member of the firm’s Investment Committee.
He is also 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 retirement plan clients.
At the firm, he provides consulting services to committees, boards and individuals.
He also manages the relationships between service providers and plan sponsors and provides ongoing vendor management for the firm’s clients.
He also leads many special projects for the retirement plan clients.
Prior to joining Innovest, Mr. Martin was director of relationship management with ICMA-RC.
In this role he was responsible for the overall business relationship and retention of the clients within his territory.
Prior to being a relationship manager, he was financial planning manager with ICMA-RC for the previous 8 years.
He is on the Board of the Colorado Public Plan Coalition.
Mr. Martin received his Bachelor’s degree in business and economics from Regis University in Denver, graduating cum laude.
He is a Certified Financial Planner, holding this designation since 2003.
He holds an Accredited Investment Fiduciary designation.

Posizioni attive di Jared Martin

SocietàPosizioneInizio
Membro del Comitato di Investimento -
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Precedenti posizioni note di Jared Martin

SocietàPosizioneFine
Corporate Officer/Principal -
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Formazione di Jared Martin

Regis University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

10

Relazioni di 1° grado

3

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private2

Finance

Finance

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