Her name well-known for marketing in the wealth management and family office business, Rosemary Bonilla Denney remembers getting a call a couple of years ago from an unnamed firm that had learned of her via LinkedIn. That firm had impeccable credentials when it came to growing client assets and client services, but it needed help […]
Features Wealth Management
Richard Todd – Innovest Portfolio Solutions
Est. reading time: 4 mins
It’s undeniable: Selfishness is a common human trait. This is why Innovest Portfolio Solutions has such stringent standards for its employees—the Denver-based wealth management firm seeks out those its leaders identify as “stewards.” The exemplary team member is a “man or woman for others; they think of themselves last,” says CEO and co-founder Richard Todd. […]
