Gordon Kennedy Tewell

Membre du Comité d'Investissement chez Innovest Portfolio Solutions LLC

Profil

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.

Postes actifs de Gordon Kennedy Tewell

Sociétés	Poste	Début
Innovest Portfolio Solutions LLC	Membre du Comité d'Investissement	01/01/2007