Gordon Kennedy Tewell
Investment Committee Member at Innovest Portfolio Solutions LLC
Profile
Mr. Gordon K.
Tewell, CFA, is a Principal at Innovest Portfolio Solutions LLC.
He joined the firm in 2007.
He is a consultant, member of the firm’s Investment Committee and also a member of the firm’s Retirement Plan Practice Group.
He has over 20 years of retirement plan industry experience.
At the firm, he provides institutional consulting services to committees and boards of various types of retirement plans, both corporate and public-sector.
His responsibilities include consulting on plan design and features, plan health and retirement readiness, fiduciary responsibilities and protection, plan benchmarking, vendor search analysis, and investment menu design and implementation.
He is also an Enrolled Retirement Plan Agent.
He is a member of ASPPA, the Denver Chapter of the Western Pension and Benefits Conference and a founding Board member of the Colorado Public Plan Coalition.
Prior to joining Innovest, Mr. Tewell worked for the Retirement Group at Merrill Lynch as a relationship manager.
His experience also includes working as a plan sponsor as the administrator of the City of Westminster Pension Plans.
He was responsible for all aspects of the City’s five retirement plans.
His responsibilities included planning, developing and delivering the education and communication programs, vendor selection and relationship management, strategic planning, and all compliance functions including maintenance of the plan document and IRS filings.
Mr. Tewell is a graduate of Colorado State University, graduating with a Bachelor of Science degree in economics.
He is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Colorado.
Additionally, he has received the Qualified 401(k) Administrator, Qualified Pension Administrator and Certified Pension Consultant designations from the American Society of Pension Professionals and Actuaries.
Gordon Kennedy Tewell active positions
Companies | Position | Start |
---|---|---|
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. | Investment Committee Member | 01/01/2007 |
Training of Gordon Kennedy Tewell
Colorado State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Gordon Kennedy Tewell