Have you ever been asked to set aside your Christian beliefs and morals in the workplace? That happened to our BeatiDudes guest more than 28 years ago, and he eventually said to himself, “Enough is enough.”
Rich Todd, CEO and Co-Founder of Innovest Portfolio Solutions, joins Paul Kolker, Nick Bezner, and Jeff Schiefelbein for a hot topic discussion at the Tiny Table.
Rich has more than 38 years of experience in investment consulting and currently provides consulting services to institutions and families. Innovest has more than 400 clients with assets of $50 billion under advisement, 61 employees, and 21 partners. Rich holds a degree in Business Finance from Western Colorado University.
Rich has been a frequent author on fiduciary and investment-related matters. He has been a columnist for the Denver Business Journal and published in Financial Advisor Magazine, Journal of Compensation and Benefits, Pensions & Investments, Accounting Today, Chief Executive, Family Office Magazine, and PLANSPONSOR, among others. Additionally, Rich has been a guest lecturer at conferences nationwide.
Rich is a member of Colorado Concern, an organization of influential Colorado CEOs dedicated to enhancing and protecting the state's business climate. Rich is a member of the Board of Trustees at Western Colorado University and the former President of Legatus of Colorado. He also holds a position on the Board of Trustees for John Paul the Great High School.
Rich is a member of the Philanthropy Roundtable and on the Board of Regents for the Augustine Institute. Rich serves on the Presidential Advisory Council for the Fellowship of University College Students (FOCUS). Rich was also a member of the Arrupe Jesuit High School Board of Trustees.
Rich and his wife Joanie have been married for nearly 40 years, and have two children, Alex and Reagan, and two grandchildren, Sofia Rose, and James Todd.
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