Rich Todd
Chief Executive Officer at Innovest Portfolio Solutions LLC
Network origin in Rich Todd first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
22
| Subsidiary | Investment Managers | 22 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Rich Todd via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Northern Colorado | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin Graduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Masters Business Admin | |
Crestone Capital LLC
 Crestone Capital LLC Investment ManagersFinance Founded in 2000, Crestone Capital Advisors LLC is an investment advisor located in Boulder, Colorado. The firm provides specialized wealth management services to ultra-high net-worth clients. | Investment Managers | Corporate Officer/Principal | |
Seven Two Partners LLC
 Seven Two Partners LLC Investment ManagersFinance Seven Two Partners LLC provides investment services. The company was founded by Nicholas Rotello and is headquartered in Centennial, CO. | Investment Managers | Founder | |
| Mendoza College of Business | College/University | Graduate Degree | |
| University of Notre Dame The Law School | College/University | Graduate Degree | |
| University of Missouri | College/University | Undergraduate Degree | |
| University of Colorado Boulder | College/University | Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of Montana | College/University | Undergraduate Degree | |
| Franciscan University of Steubenville | College/University | Undergraduate Degree | |
Fidelity Brokerage Services LLC
 Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Packaged Software | Corporate Officer/Principal | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree | |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Analyst-Equity | |
| Benedictine College | College/University | Undergraduate Degree | |
| The University of Tulsa | College/University | Undergraduate Degree | |
| Think of US | Director/Board Member | ||
| George Washington University | College/University | Masters Business Admin | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
| University of Dayton | College/University | Masters Business Admin | |
| George Washington University Law School | College/University | Doctorate Degree | |
The Colorado Trust
 The Colorado Trust Miscellaneous Commercial ServicesCommercial Services The Colorado Trust engages in the provision of funds and resources for the healthcare industry. It also offers grants and sponsorships. The company was founded in 1985 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Virginia | College/University | Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree | |
| Southern New Hampshire University | College/University | Undergraduate Degree | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Food Bank of the Rockies, Inc.
 Food Bank of the Rockies, Inc. Services to the Health IndustryHealth Services Food Bank of the Rockies, Inc. provides food distribution services. It is a non-profit organization that provides food collection and distribution services for emergency, community development and hunger-relief programs. The company was founded in 1978 and is headquartered in Denver, CO. | Services to the Health Industry | Director/Board Member | |
| Regis University | College/University | Undergraduate Degree |
Statistics
International
| United States | 34 |
Sectoral
| Consumer Services | 23 |
| Finance | 8 |
| Commercial Services | 3 |
| Technology Services | 2 |
| Health Services | 2 |
Operational
| Undergraduate Degree | 22 |
| Analyst-Equity | 15 |
| Investment Committee Member | 12 |
| Corporate Officer/Principal | 9 |
| Masters Business Admin | 5 |
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