Bill Fender
Compliance Officer at Innovest Portfolio Solutions LLC
Profile
Mr. William E.
Fender is a Principal at Innovest Portfolio Solutions LLC.
He is a consultant and member of the Investment Committee.
He has over 40 years of experience in financial services.
He is also the chief compliance officer for the firm.
He is also responsible for the firm’s expert witness services.
His expertise and experience focuses on litigation involving fiduciary duties associated with trusts and estates, retirement plans, foundations and financial advisers.
Mr. Fender earned his Juris Doctor with honors, from George Washington University Law School, and his Master of Business Administration from the University of Dayton.
He earned his Bachelor of Arts in accounting from Ohio University, graduating cum laude from the Honors College.
Certified Public Accountant, he is a member of the American Institute of Certified Public Accountants and The Colorado Society of Certified Public Accountants.
He is an Accredited Investment Fiduciary Analyst, a professional designation awarded to him in October 2004 by the Center for Fiduciary Studies, an educational organization associated with the Katz Graduate School of Business at the University of Pittsburgh.
He is also an attorney (inactive).
Additionally, he is a Registered Fiduciary, a professional designation that identifies financial professionals as competent fiduciaries.
Bill Fender active positions
Companies | Position | Start |
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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. | Compliance Officer | 1996-06-30 |
Training of Bill Fender
George Washington University Law School | Doctorate Degree |
University of Dayton | Masters Business Admin |
The Ohio University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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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