Jared Martin
Membro del Comitato di Investimento presso Innovest Portfolio Solutions LLC
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
Società | Posizione | Inizio |
---|---|---|
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 | - |
Precedenti posizioni note di Jared Martin
Società | Posizione | Fine |
---|---|---|
MissionSquare Retirement (Investment Management)
MissionSquare Retirement (Investment Management) Investment ManagersFinance MissionSquare Retirement (Investment Management) (MissionSquare Retirement-IM) is the investment management division of MissionSquare Retirement, a mission-based, nonstock, nonprofit, financial services company headquartered in Washington, DC. Formerly known as International City Management Association Retirement, the firm was founded in 1972 to assist state and local governments and their agencies and instrumentalities in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. MissionSquare Retirement-IM offers non-discretionary investment advisory services to public employers who pre-fund their other post-employment benefits such as post-employment healthcare. | Corporate Officer/Principal | - |
Formazione di Jared Martin
Regis 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 | 2 |
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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 |
MissionSquare Retirement (Investment Management)
MissionSquare Retirement (Investment Management) Investment ManagersFinance MissionSquare Retirement (Investment Management) (MissionSquare Retirement-IM) is the investment management division of MissionSquare Retirement, a mission-based, nonstock, nonprofit, financial services company headquartered in Washington, DC. Formerly known as International City Management Association Retirement, the firm was founded in 1972 to assist state and local governments and their agencies and instrumentalities in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. MissionSquare Retirement-IM offers non-discretionary investment advisory services to public employers who pre-fund their other post-employment benefits such as post-employment healthcare. | Finance |
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