Sloan Smith, Caia, Cpwa®
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Sloan Smith, Caia, Cpwa® Email & Phone Number

Principal, Director at Innovest Portfolio Solutions at Innovest Portfolio Solutions
Location: Denver Metropolitan Area, United States, United States 7 work roles 4 schools
1 work email found @innovestinc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@innovestinc.com
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Current company
Innovest Portfolio Solutions
Role
Principal, Director at Innovest Portfolio Solutions
Location
Denver Metropolitan Area, United States, United States
Company size
60 employees

Who is Sloan Smith, Caia, Cpwa®? Overview

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Quick answer

Sloan Smith, Caia, Cpwa® is listed as Principal, Director at Innovest Portfolio Solutions at Innovest Portfolio Solutions, a company with 60 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at innovestinc.com and a matched LinkedIn profile for Sloan Smith, Caia, Cpwa®.

Sloan Smith, Caia, Cpwa® previously worked as Principal, Director at Innovest Portfolio Solutions and Vice President at Innovest Portfolio Solutions. Sloan Smith, Caia, Cpwa® holds Master Of Business Administration (M.B.A.), Corporate Finance, Investments from University Of Notre Dame.

Company email context

Email format at Innovest Portfolio Solutions

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*@innovestinc.com
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AeroLeads found 1 current-domain work email signal for Sloan Smith, Caia, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About Sloan Smith, Caia, Cpwa®

Experienced Asset Management professional possessing a robust skill set in the areas of risk management, due diligence, trading, and valuation. Specialties: Visual Basic for Applications, Bloomberg, Microsoft Word, Office, and Powerpoint. Basic knowledge in SQL and Python.Designation: Chartered Alternative Investment Analyst. Certified Private Wealth Advisor. Series 3 and 65 Certified.

Listed skills include Financial Analysis, Financial Modeling, Valuation, Options, and 15 others.

Current workplace

Sloan Smith, Caia, Cpwa®'s current company

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Innovest Portfolio Solutions
Innovest Portfolio Solutions
Principal, Director at Innovest Portfolio Solutions
denver, colorado, united states
Website
innovestinc.com
Employees
60
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Company profile
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7 roles

Sloan Smith, Caia, Cpwa® work experience

A career timeline built from the work history available for this profile.

Senior Consultant, Product Control

Northern Trust Hedge Fund Services

Chicago, IL

I oversaw and performed control reviews of client portfolios, ensuring valuation and pricing policies were followed.I developed an automated system that allows clients to manage their risk in the Northern Trust Hedge Fund technology.I managed high priority projects while acting as a liaison between Information Technology and Middle Office groups.I improved.

Mar 2014 - May 2014

Senior Risk Analyst

Alphametrix

Chicago

I built a framework for risk reports that were provided to asset managers and direct investors on a daily basis. Reports are customized based on hedge fund strategyI effectively managed a team of Risk Analysts and was personally responsible for optimal delivery and performance.I was selected to represent the Risk Group at the Alphametrix Summit in Monaco..

Apr 2013 - Dec 2013

Risk Analyst

Alphametrix, Llc

I monitored trading activities to limit market, concentration, and style drift risk for a managed account platform.I managed relationships with prime brokers, asset managers, and direct investors. I also served as the single point resource for any questions or conflicts. I played integral role in the on-boarding and due diligence process when trading.

Sep 2010 - Apr 2013

Equity Options Trader

Simplex Investments

I executed Equity and Exchange Traded Fund trades, applying proprietary algorithms with over a million dollars in capital.I researched daily market and company specific news in preparation for tactical execution each trading day.I managed my own account and evaluated portfolio risk on a daily basis while adjusting trading strategies based on market.

Oct 2008 - Apr 2010
Team & coworkers

Colleagues at Innovest Portfolio Solutions

Other employees you can reach at innovestinc.com. View company contacts for 60 employees →

RT Richard Todd Richard Todd Colleague at Innovest Portfolio Solutions Denver Metropolitan Area, United States View → MR Martin Reynolds Martin Reynolds Colleague at Innovest Portfolio Solutions Minneapolis, Minnesota, United States, United States View → AB Anna Berdahl Anna Berdahl Colleague at Innovest Portfolio Solutions Denver Metropolitan Area, United States View → CO Christian O'Dwyer, Cfa Christian O'Dwyer, Cfa Colleague at Innovest Portfolio Solutions Denver, Colorado, United States, United States View → LK Luke Kelly Luke Kelly Colleague at Innovest Portfolio Solutions Auburn, Washington, United States, United States View → DR Denise Rice Denise Rice Colleague at Innovest Portfolio Solutions Broomfield, Colorado, United States, United States View → RR Rick Rodgers, Aifa® Rick Rodgers, Aifa® Colleague at Innovest Portfolio Solutions Denver, Colorado, United States, United States View → PN Paul Nacario Paul Nacario Colleague at Innovest Portfolio Solutions Scottsdale, Arizona, United States, United States View → DP Donna Patch Donna Patch Colleague at Innovest Portfolio Solutions Denver, Colorado, United States, United States View → FC Franklin Cornett , Cfp® Franklin Cornett , Cfp® Colleague at Innovest Portfolio Solutions Denver, Colorado, United States, United States View →
4 education records

Sloan Smith, Caia, Cpwa® education

Master Of Business Administration (M.B.A.), Corporate Finance, Investments

University Of Notre Dame

Activities and Societies: Cum Laude, Beta Gamma Sigma, Business Honors Society

Marketing

University Of Notre Dame

Activities and Societies: Notre Dame Men's Varsity Lacrosse (2004-2008), Notre Dame Monogram Club

Education record

Phillips Exeter Academy

Activities and Societies: Phillips Exeter Men's Basketball (2002-2004), Phillips Exeter Men's Lacrosse (2002-2004)

FAQ

Frequently asked questions about Sloan Smith, Caia, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Sloan Smith, Caia, Cpwa® work for?

Sloan Smith, Caia, Cpwa® works for Innovest Portfolio Solutions.

What is Sloan Smith, Caia, Cpwa®'s role at Innovest Portfolio Solutions?

Sloan Smith, Caia, Cpwa® is listed as Principal, Director at Innovest Portfolio Solutions at Innovest Portfolio Solutions.

What is Sloan Smith, Caia, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @innovestinc.com for Sloan Smith, Caia, Cpwa® at Innovest Portfolio Solutions.

Where is Sloan Smith, Caia, Cpwa® based?

Sloan Smith, Caia, Cpwa® is based in Denver Metropolitan Area, United States, United States while working with Innovest Portfolio Solutions.

What companies has Sloan Smith, Caia, Cpwa® worked for?

Sloan Smith, Caia, Cpwa® has worked for Innovest Portfolio Solutions, Northern Trust Hedge Fund Services, Alphametrix, Alphametrix, Llc, and Simplex Investments.

Who are Sloan Smith, Caia, Cpwa®'s colleagues at Innovest Portfolio Solutions?

Sloan Smith, Caia, Cpwa®'s colleagues at Innovest Portfolio Solutions include Richard Todd, Martin Reynolds, Anna Berdahl, Christian O'Dwyer, Cfa, and Luke Kelly.

How can I contact Sloan Smith, Caia, Cpwa®?

You can use AeroLeads to view verified contact signals for Sloan Smith, Caia, Cpwa® at Innovest Portfolio Solutions, including work email, phone, and LinkedIn data when available.

What schools did Sloan Smith, Caia, Cpwa® attend?

Sloan Smith, Caia, Cpwa® holds Master Of Business Administration (M.B.A.), Corporate Finance, Investments from University Of Notre Dame.

What skills is Sloan Smith, Caia, Cpwa® known for?

Sloan Smith, Caia, Cpwa® is listed with skills including Financial Analysis, Financial Modeling, Valuation, Options, Bloomberg, Microsoft Excel, Trading, and Hedge Funds.

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