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Deals & People September 4, 2014
Innovest Adds Investment Consultant
Robert Straus has joined Innovest Portfolio Solutions as a vice president, tasked with supporting due diligence efforts and providing investment consulting services to Innovest clients.
Reported by PLANADVISER staff
Straus will also be called on to speak at industry conferences and events. He is a member of Innovest’s investment committee overseeing the firm’s investment research and due diligence process. He has more than 20 years of experience in the asset management industry.
Prior to joining Innovest, Straus was a senior vice president, portfolio manager, and director of trading at Icon Advisors Inc., a mutual fund investment management company in Greenwood Village, Colorado. He has managed mutual funds and separate account investments for institutions, advisers, and high-net-worth clients since 2003, and served on Icon’s investment committee.
He began his career in finance at the American Stock Exchange and Salomon Brothers Inc., both in New York. Straus is a member of the CFA Institute and the CFA Society of Colorado.
Straus earned an M.B.A. from the University of Denver and holds a chartered financial analyst (CFA) designation.
Innovest Portfolio Solutions was named as a 2014 PLANSPONSOR Retirement Plan Adviser Team of the Year Finalist.