Sydney Aeschlimann
Associate Consultant at Innovest Portfolio Solutions
- Role
- Associate Consultant at Innovest Portfolio Solutions
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Sydney Aeschlimann
I am an associate consultant on the retirement plan team that also supports the due diligence team at Innovest Portfolio Solutions in Denver. As a member of the consulting team, I am responsible for client management; assisting clients with plan investments, fiduciary responsibilities, plan design, record keeper relationships, RFPs, etc. I am also responsible for retirement plan specific investment due diligence processes, including stable value, target date funds, and retirement income solutions. My passions include working with clients, ERISA compliance, and getting out into the great Colorado outdoors!
Experience
Associate Consultant
Jan 2026 — Present · Denver, CO, US
Education
University of Northern Colorado
Bachelor of Business Administration - BBA, Finance
2017 — 2021
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