Jean-Marie Willis

About Jean-Marie Willis

More than an investment firm, Innovest is a trailblazer, a steward, and a true innovator serving clients from our offices in Colorado, California, and Arizona. A house divided cannot stand. Nevertheless, most financial investment houses try to do exactly that. They serve more than one master. We serve only our clients. Our interests and the interests of our clients are one. Serving clients in this undivided way is at the heart of our founding. Innovest is client-centric culture, fee-only, and completely independent. Innovest helps our nonprofit, retirement plan, and family, individual, and family office clients achieve their goals by providing custom investment solutions, fiduciary protection, and uncommon service. At Innovest Portfolio Solutions, we are more than an investment firm. We are thoughtful stewards responsible for our clients, professionals, and community.

Experience

1. Analyst

   Innovest Portfolio Solutions

   Oct 2023 — Present · Denver, CO, US

   Jean-Marie is an Analyst Assistant responsible for providing support to the Innovest’s clients as part of the Client Service Team. She is responsible for client communications and contracts as well as assisting with client transitions and client paperwork. Additionally, Jean-Marie provides public relations support to the Marketing Department and administrative support to the Office Manager. Jean-Marie is a member of Innovest’s Charitable Donations Committee and participates in many of Innovest’s charitable events.

Education

• Southern Illinois University, Carbondale

  Court Reporting

  1980 — 1983